See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,999 | $69,515-33.8% | $86,874-47.1% | $85,850-46.4% |
| Participation rate | 92.0% | 66.3%+25.7pp | 71.6%+20.4pp | 69.3%+22.7pp |
| Annual return | 20.81% | 20.12%+0.7pp | 63.52%-42.7pp | 318.53%-297.7pp |
| Employer contribution / active EE | $1,756 | $1,880-6.6% | $2,495-29.6% | $2,565-31.5% |
| Participant deferral / active EE | $4,654 | $2,919+59.4% | $3,699+25.8% | $3,952+17.8% |
| Admin fee / account holder | $1,182 | $5,972-80.2% | $5,828-79.7% | $6,260-81.1% |