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 | $37,762 | $48,795-22.6% | $65,493-42.3% | $84,808-55.5% |
| Participation rate | 73.8% | 67.0%+6.8pp | 73.1%+0.7pp | 68.3%+5.5pp |
| Annual return | 16.97% | 20.20%-3.2pp | 982.45%-965.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,667 | $1,930-13.6% | $2,574-35.3% | $2,631-36.7% |
| Participant deferral / active EE | $3,383 | $2,928+15.5% | $3,961-14.6% | $4,212-19.7% |
| Admin fee / account holder | $2,009 | $3,877-48.2% | $5,028-60.0% | $7,344-72.6% |