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 | $29,198 | $58,208-49.8% | $81,812-64.3% | $80,856-63.9% |
| Participation rate | 83.6% | 63.4%+20.2pp | 72.3%+11.3pp | 67.6%+16.0pp |
| Annual return | 16.65% | 41.66%-25.0pp | 773.79%-757.1pp | 35.59%-18.9pp |
| Employer contribution / active EE | $2,861 | $2,340+22.3% | $2,912-1.8% | $2,755+3.8% |
| Participant deferral / active EE | $4,157 | $3,281+26.7% | $4,319-3.7% | $4,296-3.2% |
| Admin fee / account holder | $1,170 | $4,981-76.5% | $7,386-84.2% | $6,918-83.1% |