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 | $28,549 | $58,828-51.5% | $77,999-63.4% | $62,891-54.6% |
| Participation rate | 86.1% | 71.1%+15.1pp | 75.5%+10.6pp | 69.3%+16.8pp |
| Annual return | 8.03% | 17.16%-9.1pp | 425.96%-417.9pp | 20.14%-12.1pp |
| Employer contribution / active EE | $3,138 | $1,672+87.7% | $2,470+27.0% | $2,281+37.6% |
| Participant deferral / active EE | $1,597 | $2,686-40.5% | $3,497-54.3% | $3,203-50.2% |
| Admin fee / account holder | $1,110 | $4,393-74.7% | $5,480-79.7% | $4,296-74.1% |