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 | $44,212 | $58,828-24.8% | $77,999-43.3% | $62,891-29.7% |
| Participation rate | 85.5% | 71.1%+14.4pp | 75.5%+10.0pp | 69.3%+16.2pp |
| Annual return | 9.13% | 17.16%-8.0pp | 425.96%-416.8pp | 20.14%-11.0pp |
| Employer contribution / active EE | $1,666 | $1,672-0.3% | $2,470-32.5% | $2,281-26.9% |
| Participant deferral / active EE | $1,971 | $2,686-26.6% | $3,497-43.6% | $3,203-38.5% |
| Admin fee / account holder | $1,412 | $4,393-67.9% | $5,480-74.2% | $4,296-67.1% |