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 | $57,654 | $65,041-11.4% | $90,951-36.6% | $79,858-27.8% |
| Participation rate | 91.9% | 61.6%+30.3pp | 69.0%+22.9pp | 69.6%+22.3pp |
| Annual return | 13.74% | 30.45%-16.7pp | 134.60%-120.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,014 | $1,247-18.7% | $2,122-52.2% | $2,471-59.0% |
| Participant deferral / active EE | $3,441 | $2,512+37.0% | $3,373+2.0% | $3,740-8.0% |
| Admin fee / account holder | $1,773 | $4,536-60.9% | $5,959-70.2% | $5,306-66.6% |