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 | $44,517 | $65,041-31.6% | $90,951-51.1% | $79,858-44.3% |
| Participation rate | 96.2% | 61.6%+34.5pp | 69.0%+27.1pp | 69.6%+26.5pp |
| Annual return | 19.55% | 30.45%-10.9pp | 134.60%-115.1pp | 31.71%-12.2pp |
| Employer contribution / active EE | $3,161 | $1,247+153.5% | $2,122+49.0% | $2,471+27.9% |
| Participant deferral / active EE | $4,999 | $2,512+99.0% | $3,373+48.2% | $3,740+33.7% |
| Admin fee / account holder | $4,424 | $4,536-2.5% | $5,959-25.8% | $5,306-16.6% |