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 | $38,429 | $48,230-20.3% | $67,502-43.1% | $80,856-52.5% |
| Participation rate | 79.3% | 66.4%+12.9pp | 72.9%+6.4pp | 67.6%+11.7pp |
| Annual return | 11.37% | 18.28%-6.9pp | 3512.12%-3500.8pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,153 | $2,020-42.9% | $2,731-57.8% | $2,755-58.1% |
| Participant deferral / active EE | $1,496 | $2,924-48.8% | $4,000-62.6% | $4,296-65.2% |
| Admin fee / account holder | $13,665 | $3,681+271.2% | $3,998+241.8% | $6,918+97.5% |