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 | $53,515 | $91,190-41.3% | $178,490-70.0% | $79,858-33.0% |
| Participation rate | 96.4% | 69.2%+27.2pp | 81.9%+14.5pp | 69.6%+26.8pp |
| Annual return | 11.45% | 24.19%-12.7pp | 151.07%-139.6pp | 31.71%-20.3pp |
| Employer contribution / active EE | $3,728 | $3,256+14.5% | $5,011-25.6% | $2,471+50.9% |
| Participant deferral / active EE | $3,512 | $3,236+8.5% | $5,202-32.5% | $3,740-6.1% |
| Admin fee / account holder | $31,790 | $6,751+370.9% | $13,984+127.3% | $5,306+499.1% |