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 | $37,236 | $56,317-33.9% | $71,209-47.7% | $74,304-49.9% |
| Participation rate | 76.4% | 55.1%+21.2pp | 73.8%+2.6pp | 60.3%+16.0pp |
| Annual return | 14.76% | 42.83%-28.1pp | 282.51%-267.8pp | 29.43%-14.7pp |
| Employer contribution / active EE | $1,109 | $2,160-48.7% | $2,721-59.2% | $2,241-50.5% |
| Participant deferral / active EE | $2,073 | $2,788-25.6% | $4,175-50.4% | $3,767-45.0% |
| Admin fee / account holder | $502 | $2,290-78.1% | $5,349-90.6% | $2,969-83.1% |