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 | $41,772 | $91,190-54.2% | $178,490-76.6% | $79,858-47.7% |
| Participation rate | 85.2% | 69.2%+16.0pp | 81.9%+3.3pp | 69.6%+15.6pp |
| Annual return | 17.25% | 24.19%-6.9pp | 151.07%-133.8pp | 31.71%-14.5pp |
| Employer contribution / active EE | $2,019 | $3,256-38.0% | $5,011-59.7% | $2,471-18.3% |
| Participant deferral / active EE | $3,343 | $3,236+3.3% | $5,202-35.7% | $3,740-10.6% |
| Admin fee / account holder | $2,586 | $6,751-61.7% | $13,984-81.5% | $5,306-51.3% |