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 | $35,456 | $58,208-39.1% | $81,812-56.7% | $80,856-56.1% |
| Participation rate | 91.3% | 63.4%+27.9pp | 72.3%+19.0pp | 67.6%+23.7pp |
| Annual return | 14.49% | 41.66%-27.2pp | 773.79%-759.3pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,526 | $2,340-34.8% | $2,912-47.6% | $2,755-44.6% |
| Participant deferral / active EE | $2,639 | $3,281-19.6% | $4,319-38.9% | $4,296-38.6% |
| Admin fee / account holder | $2,772 | $4,981-44.4% | $7,386-62.5% | $6,918-59.9% |