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 | $38,645 | $88,672-56.4% | $105,223-63.3% | $82,448-53.1% |
| Participation rate | 82.5% | 67.9%+14.6pp | 75.0%+7.5pp | 68.1%+14.4pp |
| Annual return | 16.84% | 30.86%-14.0pp | 180.65%-163.8pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,793 | $3,048-8.4% | $3,689-24.3% | $2,551+9.5% |
| Participant deferral / active EE | $4,172 | $4,036+3.4% | $5,072-17.7% | $4,139+0.8% |
| Admin fee / account holder | $994 | $7,146-86.1% | $8,859-88.8% | $7,234-86.3% |