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 | $35,890 | $77,314-53.6% | $177,989-79.8% | $80,856-55.6% |
| Participation rate | 83.3% | 65.7%+17.6pp | 77.1%+6.2pp | 67.6%+15.7pp |
| Annual return | 15.97% | 18.09%-2.1pp | 294.48%-278.5pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,266 | $2,292-44.8% | $3,949-67.9% | $2,755-54.1% |
| Participant deferral / active EE | $3,327 | $4,411-24.6% | $6,276-47.0% | $4,296-22.6% |
| Admin fee / account holder | $4,029 | $7,191-44.0% | $10,363-61.1% | $6,918-41.8% |