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 | $79,413 | $70,428+12.8% | $96,562-17.8% | $85,850-7.5% |
| Participation rate | 86.0% | 61.8%+24.2pp | 69.8%+16.2pp | 69.3%+16.7pp |
| Annual return | 12.18% | 18.59%-6.4pp | 37.78%-25.6pp | 318.53%-306.4pp |
| Employer contribution / active EE | $1,287 | $1,413-8.9% | $2,356-45.4% | $2,565-49.8% |
| Participant deferral / active EE | $4,939 | $2,894+70.7% | $3,849+28.3% | $3,952+25.0% |
| Admin fee / account holder | $2,942 | $4,997-41.1% | $6,181-52.4% | $6,260-53.0% |