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 | $37,005 | $91,552-59.6% | $133,956-72.4% | $79,858-53.7% |
| Participation rate | 88.6% | 73.3%+15.3pp | 79.8%+8.8pp | 69.6%+19.0pp |
| Annual return | 12.00% | 61.85%-49.8pp | 45.09%-33.1pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,930 | $2,384-19.0% | $3,919-50.8% | $2,471-21.9% |
| Participant deferral / active EE | $4,241 | $3,733+13.6% | $5,048-16.0% | $3,740+13.4% |
| Admin fee / account holder | $15,542 | $6,321+145.9% | $8,927+74.1% | $5,306+192.9% |