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 | $37,905 | $58,828-35.6% | $77,999-51.4% | $62,891-39.7% |
| Participation rate | 87.2% | 71.1%+16.1pp | 75.5%+11.7pp | 69.3%+17.9pp |
| Annual return | 7.59% | 17.16%-9.6pp | 425.96%-418.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,373 | $1,672-17.9% | $2,470-44.4% | $2,281-39.8% |
| Participant deferral / active EE | $2,345 | $2,686-12.7% | $3,497-32.9% | $3,203-26.8% |
| Admin fee / account holder | $332 | $4,393-92.4% | $5,480-93.9% | $4,296-92.3% |