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 | $61,089 | $83,369-26.7% | $105,223-41.9% | $67,986-10.1% |
| Participation rate | 72.7% | 56.3%+16.4pp | 75.0%-2.3pp | 57.2%+15.5pp |
| Annual return | 20.39% | 24.64%-4.2pp | 180.65%-160.3pp | 31.67%-11.3pp |
| Employer contribution / active EE | $1,514 | $2,541-40.4% | $3,689-59.0% | $2,019-25.0% |
| Participant deferral / active EE | $3,882 | $3,295+17.8% | $5,072-23.5% | $3,358+15.6% |
| Admin fee / account holder | $1,198 | $4,073-70.6% | $8,859-86.5% | $3,203-62.6% |