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 | $42,687 | $54,705-22.0% | $71,209-40.1% | $84,808-49.7% |
| Participation rate | 80.6% | 64.1%+16.6pp | 73.8%+6.9pp | 68.3%+12.3pp |
| Annual return | 16.74% | 35.90%-19.2pp | 282.51%-265.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,227 | $2,158+3.2% | $2,721-18.2% | $2,631-15.4% |
| Participant deferral / active EE | $3,568 | $3,030+17.7% | $4,175-14.5% | $4,212-15.3% |
| Admin fee / account holder | $3,404 | $4,863-30.0% | $5,349-36.4% | $7,344-53.6% |