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 | $36,769 | $68,547-46.4% | $120,354-69.4% | $80,856-54.5% |
| Participation rate | 86.3% | 61.6%+24.7pp | 71.9%+14.4pp | 67.6%+18.6pp |
| Annual return | 12.09% | 23.60%-11.5pp | 107.15%-95.1pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,203 | $2,051-41.4% | $3,463-65.3% | $2,755-56.3% |
| Participant deferral / active EE | $1,701 | $3,173-46.4% | $4,991-65.9% | $4,296-60.4% |
| Admin fee / account holder | $4,545 | $5,732-20.7% | $9,423-51.8% | $6,918-34.3% |