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 | $39,960 | $46,553-14.2% | $64,056-37.6% | $75,163-46.8% |
| Participation rate | 88.9% | 65.9%+23.0pp | 72.3%+16.6pp | 67.2%+21.7pp |
| Annual return | 11.93% | 26.03%-14.1pp | 33.69%-21.8pp | 160.62%-148.7pp |
| Employer contribution / active EE | $1,689 | $1,974-14.4% | $2,747-38.5% | $2,670-36.7% |
| Participant deferral / active EE | $1,405 | $2,837-50.5% | $3,880-63.8% | $4,125-65.9% |
| Admin fee / account holder | $8,260 | $2,952+179.8% | $3,068+169.2% | $5,651+46.2% |