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 | $38,350 | $48,795-21.4% | $65,493-41.4% | $84,808-54.8% |
| Participation rate | 75.9% | 67.0%+8.9pp | 73.1%+2.8pp | 68.3%+7.6pp |
| Annual return | 14.62% | 20.20%-5.6pp | 982.45%-967.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,391 | $1,930-27.9% | $2,574-46.0% | $2,631-47.1% |
| Participant deferral / active EE | $4,769 | $2,928+62.9% | $3,961+20.4% | $4,212+13.2% |
| Admin fee / account holder | $529 | $3,877-86.4% | $5,028-89.5% | $7,344-92.8% |