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 | $21,301 | $53,127-59.9% | $86,590-75.4% | $70,131-69.6% |
| Participation rate | 97.4% | 65.3%+32.1pp | 73.5%+23.8pp | 69.5%+27.8pp |
| Annual return | 26.93% | 27.66%-0.7pp | 964.84%-937.9pp | 73.14%-46.2pp |
| Employer contribution / active EE | $2,125 | $2,068+2.7% | $2,839-25.2% | $2,342-9.3% |
| Participant deferral / active EE | $1,790 | $2,696-33.6% | $3,609-50.4% | $3,332-46.3% |
| Admin fee / account holder | $3,680 | $3,585+2.6% | $4,906-25.0% | $4,645-20.8% |