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 | $40,771 | $65,561-37.8% | $86,188-52.7% | $75,163-45.8% |
| Participation rate | 77.0% | 60.5%+16.5pp | 69.0%+8.1pp | 67.2%+9.8pp |
| Annual return | 17.70% | 46.05%-28.4pp | 1168.45%-1150.7pp | 160.62%-142.9pp |
| Employer contribution / active EE | $2,742 | $1,553+76.6% | $2,380+15.2% | $2,670+2.7% |
| Participant deferral / active EE | $5,503 | $3,024+82.0% | $3,985+38.1% | $4,125+33.4% |
| Admin fee / account holder | $2,344 | $5,474-57.2% | $6,852-65.8% | $5,651-58.5% |