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 | $32,792 | $71,050-53.8% | $93,606-65.0% | $80,856-59.4% |
| Participation rate | 82.8% | 60.4%+22.4pp | 68.7%+14.0pp | 67.6%+15.1pp |
| Annual return | 19.44% | 11.26%+8.2pp | 133.20%-113.8pp | 35.59%-16.2pp |
| Employer contribution / active EE | $1,424 | $1,564-8.9% | $2,420-41.1% | $2,755-48.3% |
| Participant deferral / active EE | $4,623 | $4,034+14.6% | $4,411+4.8% | $4,296+7.6% |
| Admin fee / account holder | $645 | $6,945-90.7% | $8,285-92.2% | $6,918-90.7% |