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 | $49,272 | $49,922-1.3% | $80,569-38.8% | $75,163-34.4% |
| Participation rate | 73.0% | 55.3%+17.7pp | 67.0%+6.0pp | 67.2%+5.8pp |
| Annual return | 17.59% | 34.69%-17.1pp | 935.43%-917.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,870 | $1,698+10.1% | $2,723-31.3% | $2,670-29.9% |
| Participant deferral / active EE | $5,195 | $2,990+73.7% | $4,447+16.8% | $4,125+25.9% |
| Admin fee / account holder | $3,681 | $3,577+2.9% | $5,377-31.5% | $5,651-34.9% |