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 | $58,964 | $88,672-33.5% | $105,223-44.0% | $82,448-28.5% |
| Participation rate | 81.8% | 67.9%+13.9pp | 75.0%+6.8pp | 68.1%+13.8pp |
| Annual return | 21.46% | 30.86%-9.4pp | 180.65%-159.2pp | 41.64%-20.2pp |
| Employer contribution / active EE | $3,145 | $3,048+3.2% | $3,689-14.7% | $2,551+23.3% |
| Participant deferral / active EE | $7,335 | $4,036+81.8% | $5,072+44.6% | $4,139+77.2% |
| Admin fee / account holder | $1,348 | $7,146-81.1% | $8,859-84.8% | $7,234-81.4% |