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 | $26,804 | $51,638-48.1% | $68,368-60.8% | $82,448-67.5% |
| Participation rate | 76.2% | 63.6%+12.6pp | 73.8%+2.4pp | 68.1%+8.1pp |
| Annual return | 14.19% | 37.53%-23.3pp | 292.57%-278.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,123 | $2,047+3.7% | $2,649-19.9% | $2,551-16.8% |
| Participant deferral / active EE | $4,918 | $2,914+68.8% | $4,123+19.3% | $4,139+18.8% |
| Admin fee / account holder | $1,025 | $4,643-77.9% | $5,150-80.1% | $7,234-85.8% |