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 | $49,218 | $58,828-16.3% | $77,999-36.9% | $62,891-21.7% |
| Participation rate | 71.8% | 71.1%+0.7pp | 75.5%-3.7pp | 69.3%+2.5pp |
| Annual return | 6.51% | 17.16%-10.7pp | 425.96%-419.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,635 | $1,672-2.2% | $2,470-33.8% | $2,281-28.3% |
| Participant deferral / active EE | $2,403 | $2,686-10.5% | $3,497-31.3% | $3,203-25.0% |
| Admin fee / account holder | $6,665 | $4,393+51.7% | $5,480+21.6% | $4,296+55.2% |