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 | $47,917 | $71,050-32.6% | $93,606-48.8% | $80,856-40.7% |
| Participation rate | 71.1% | 60.4%+10.6pp | 68.7%+2.3pp | 67.6%+3.4pp |
| Annual return | 12.58% | 11.26%+1.3pp | 133.20%-120.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,950 | $1,564+24.7% | $2,420-19.4% | $2,755-29.2% |
| Participant deferral / active EE | $3,306 | $4,034-18.0% | $4,411-25.1% | $4,296-23.0% |
| Admin fee / account holder | $1,065 | $6,945-84.7% | $8,285-87.1% | $6,918-84.6% |