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 | $38,921 | $48,795-20.2% | $65,493-40.6% | $84,808-54.1% |
| Participation rate | 98.8% | 67.0%+31.9pp | 73.1%+25.7pp | 68.3%+30.5pp |
| Annual return | 14.91% | 20.20%-5.3pp | 982.45%-967.5pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,379 | $1,930+75.1% | $2,574+31.2% | $2,631+28.4% |
| Participant deferral / active EE | $2,901 | $2,928-1.0% | $3,961-26.8% | $4,212-31.1% |
| Admin fee / account holder | $3,590 | $3,877-7.4% | $5,028-28.6% | $7,344-51.1% |