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 | $58,497 | $52,279+11.9% | $89,391-34.6% | $79,858-26.7% |
| Participation rate | 95.1% | 57.5%+37.6pp | 68.0%+27.1pp | 69.6%+25.5pp |
| Annual return | 12.80% | 22.16%-9.4pp | 245.62%-232.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,492 | $1,572-5.1% | $2,586-42.3% | $2,471-39.6% |
| Participant deferral / active EE | $3,939 | $2,740+43.7% | $3,890+1.3% | $3,740+5.3% |
| Admin fee / account holder | $1,745 | $3,356-48.0% | $4,881-64.3% | $5,306-67.1% |