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 | $41,292 | $62,573-34.0% | $85,682-51.8% | $85,850-51.9% |
| Participation rate | 71.4% | 61.1%+10.3pp | 69.9%+1.6pp | 69.3%+2.1pp |
| Annual return | 16.72% | 23.77%-7.0pp | 21.49%-4.8pp | 318.53%-301.8pp |
| Employer contribution / active EE | $2,419 | $1,757+37.7% | $2,618-7.6% | $2,565-5.7% |
| Participant deferral / active EE | $4,606 | $2,802+64.3% | $3,923+17.4% | $3,952+16.5% |
| Admin fee / account holder | $1,102 | $4,640-76.3% | $6,873-84.0% | $6,260-82.4% |