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 | $36,967 | $70,669-47.7% | $169,368-78.2% | $75,163-50.8% |
| Participation rate | 78.8% | 64.8%+14.0pp | 77.1%+1.6pp | 67.2%+11.6pp |
| Annual return | 18.05% | 36.36%-18.3pp | 405.60%-387.6pp | 160.62%-142.6pp |
| Employer contribution / active EE | $2,057 | $2,211-6.9% | $4,013-48.7% | $2,670-22.9% |
| Participant deferral / active EE | $3,268 | $4,311-24.2% | $6,221-47.5% | $4,125-20.8% |
| Admin fee / account holder | $1,782 | $5,402-67.0% | $9,003-80.2% | $5,651-68.5% |