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 | $30,844 | $70,428-56.2% | $96,562-68.1% | $85,850-64.1% |
| Participation rate | 90.2% | 61.8%+28.4pp | 69.8%+20.4pp | 69.3%+20.9pp |
| Annual return | 10.97% | 18.59%-7.6pp | 37.78%-26.8pp | 318.53%-307.6pp |
| Employer contribution / active EE | $1,476 | $1,413+4.4% | $2,356-37.4% | $2,565-42.5% |
| Participant deferral / active EE | $3,073 | $2,894+6.2% | $3,849-20.2% | $3,952-22.2% |
| Admin fee / account holder | $1,071 | $4,997-78.6% | $6,181-82.7% | $6,260-82.9% |