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 | $36,152 | $48,230-25.0% | $67,502-46.4% | $80,856-55.3% |
| Participation rate | 82.5% | 66.4%+16.1pp | 72.9%+9.6pp | 67.6%+14.8pp |
| Annual return | 17.06% | 18.28%-1.2pp | 3512.12%-3495.1pp | 35.59%-18.5pp |
| Employer contribution / active EE | $2,766 | $2,020+37.0% | $2,731+1.3% | $2,755+0.4% |
| Participant deferral / active EE | $2,348 | $2,924-19.7% | $4,000-41.3% | $4,296-45.3% |
| Admin fee / account holder | $517 | $3,681-86.0% | $3,998-87.1% | $6,918-92.5% |