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 | $43,529 | $89,753-51.5% | $107,525-59.5% | $84,808-48.7% |
| Participation rate | 75.8% | 68.1%+7.7pp | 75.1%+0.7pp | 68.3%+7.4pp |
| Annual return | 24.20% | 29.48%-5.3pp | 181.32%-157.1pp | 40.90%-16.7pp |
| Employer contribution / active EE | $2,375 | $3,113-23.7% | $3,754-36.7% | $2,631-9.7% |
| Participant deferral / active EE | $5,000 | $4,056+23.3% | $5,116-2.3% | $4,212+18.7% |
| Admin fee / account holder | $316 | $7,222-95.6% | $8,919-96.5% | $7,344-95.7% |