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 | $29,389 | $58,208-49.5% | $81,812-64.1% | $80,856-63.7% |
| Participation rate | 83.3% | 63.4%+19.9pp | 72.3%+11.0pp | 67.6%+15.7pp |
| Annual return | 12.73% | 41.66%-28.9pp | 773.79%-761.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,723 | $2,340-26.4% | $2,912-40.8% | $2,755-37.4% |
| Participant deferral / active EE | $2,265 | $3,281-31.0% | $4,319-47.6% | $4,296-47.3% |
| Admin fee / account holder | $2,271 | $4,981-54.4% | $7,386-69.3% | $6,918-67.2% |