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 | $36,880 | $70,428-47.6% | $96,562-61.8% | $85,850-57.0% |
| Participation rate | 79.4% | 61.8%+17.6pp | 69.8%+9.6pp | 69.3%+10.1pp |
| Annual return | 13.40% | 18.59%-5.2pp | 37.78%-24.4pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,852 | $1,413+31.1% | $2,356-21.4% | $2,565-27.8% |
| Participant deferral / active EE | $3,496 | $2,894+20.8% | $3,849-9.2% | $3,952-11.5% |
| Admin fee / account holder | $2,340 | $4,997-53.2% | $6,181-62.1% | $6,260-62.6% |