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 | $41,161 | $65,041-36.7% | $90,951-54.7% | $79,858-48.5% |
| Participation rate | 87.2% | 61.6%+25.6pp | 69.0%+18.2pp | 69.6%+17.6pp |
| Annual return | 22.05% | 30.45%-8.4pp | 134.60%-112.5pp | 31.71%-9.7pp |
| Employer contribution / active EE | $4,344 | $1,247+248.3% | $2,122+104.7% | $2,471+75.8% |
| Participant deferral / active EE | $2,392 | $2,512-4.8% | $3,373-29.1% | $3,740-36.0% |
| Admin fee / account holder | $2,246 | $4,536-50.5% | $5,959-62.3% | $5,306-57.7% |