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 | $59,106 | $51,638+14.5% | $68,368-13.5% | $82,448-28.3% |
| Participation rate | 74.2% | 63.6%+10.6pp | 73.8%+0.4pp | 68.1%+6.1pp |
| Annual return | 15.69% | 37.53%-21.8pp | 292.57%-276.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $798 | $2,914-72.6% | $4,123-80.6% | $4,139-80.7% |
| Admin fee / account holder | $2,274 | $4,643-51.0% | $5,150-55.8% | $7,234-68.6% |