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 | $26,113 | $48,046-45.7% | $84,611-69.1% | $72,985-64.2% |
| Participation rate | 91.2% | 57.6%+33.6pp | 68.2%+22.9pp | 69.5%+21.7pp |
| Annual return | 22.76% | 37.38%-14.6pp | 258.74%-236.0pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,640 | $1,602+2.4% | $2,652-38.2% | $2,440-32.8% |
| Participant deferral / active EE | $5,646 | $2,680+110.6% | $3,899+44.8% | $3,607+56.5% |
| Admin fee / account holder | $7,632 | $3,395+124.8% | $4,912+55.4% | $5,124+48.9% |