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 | $37,265 | $81,208-54.1% | $98,907-62.3% | $79,858-53.3% |
| Participation rate | 77.1% | 72.5%+4.6pp | 76.0%+1.1pp | 69.6%+7.5pp |
| Annual return | 31.31% | 60.99%-29.7pp | 196.43%-165.1pp | 31.71%-0.4pp |
| Employer contribution / active EE | $1,339 | $1,960-31.7% | $2,689-50.2% | $2,471-45.8% |
| Participant deferral / active EE | $7,856 | $3,265+140.6% | $4,244+85.1% | $3,740+110.1% |
| Admin fee / account holder | $3,057 | $6,013-49.2% | $6,642-54.0% | $5,306-42.4% |