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 | $30,322 | $53,822-43.7% | $75,696-59.9% | $85,850-64.7% |
| Participation rate | 98.6% | 69.1%+29.5pp | 74.8%+23.7pp | 69.3%+29.2pp |
| Annual return | 14.39% | 24.54%-10.2pp | 104.53%-90.1pp | 318.53%-304.1pp |
| Employer contribution / active EE | $1,439 | $2,017-28.6% | $2,743-47.5% | $2,565-43.9% |
| Participant deferral / active EE | $2,776 | $2,895-4.1% | $3,821-27.4% | $3,952-29.8% |
| Admin fee / account holder | $4,501 | $3,343+34.7% | $3,619+24.4% | $6,260-28.1% |