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 | $43,624 | $65,041-32.9% | $90,951-52.0% | $79,858-45.4% |
| Participation rate | 73.0% | 61.6%+11.4pp | 69.0%+4.0pp | 69.6%+3.4pp |
| Annual return | 18.63% | 30.45%-11.8pp | 134.60%-116.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $2,357 | $1,247+89.0% | $2,122+11.1% | $2,471-4.6% |
| Participant deferral / active EE | $5,362 | $2,512+113.5% | $3,373+59.0% | $3,740+43.4% |
| Admin fee / account holder | $2,587 | $4,536-43.0% | $5,959-56.6% | $5,306-51.2% |