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 | $40,024 | $52,279-23.4% | $89,391-55.2% | $79,858-49.9% |
| Participation rate | 84.6% | 57.5%+27.1pp | 68.0%+16.6pp | 69.6%+15.0pp |
| Annual return | 25.22% | 22.16%+3.1pp | 245.62%-220.4pp | 31.71%-6.5pp |
| Employer contribution / active EE | $2,573 | $1,572+63.8% | $2,586-0.5% | $2,471+4.2% |
| Participant deferral / active EE | $5,803 | $2,740+111.8% | $3,890+49.2% | $3,740+55.2% |
| Admin fee / account holder | $697 | $3,356-79.2% | $4,881-85.7% | $5,306-86.9% |