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 | $48,969 | $71,050-31.1% | $93,606-47.7% | $80,856-39.4% |
| Participation rate | 83.7% | 60.4%+23.3pp | 68.7%+15.0pp | 67.6%+16.0pp |
| Annual return | 11.80% | 11.26%+0.5pp | 133.20%-121.4pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,468 | $1,564+57.8% | $2,420+2.0% | $2,755-10.4% |
| Participant deferral / active EE | $3,353 | $4,034-16.9% | $4,411-24.0% | $4,296-21.9% |
| Admin fee / account holder | $8,026 | $6,945+15.6% | $8,285-3.1% | $6,918+16.0% |