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 | $39,288 | $53,127-26.0% | $86,590-54.6% | $70,131-44.0% |
| Participation rate | 84.5% | 65.3%+19.2pp | 73.5%+11.0pp | 69.5%+15.0pp |
| Annual return | 27.95% | 27.66%+0.3pp | 964.84%-936.9pp | 73.14%-45.2pp |
| Employer contribution / active EE | $1,704 | $2,068-17.6% | $2,839-40.0% | $2,342-27.2% |
| Participant deferral / active EE | $3,249 | $2,696+20.5% | $3,609-10.0% | $3,332-2.5% |
| Admin fee / account holder | $1,055 | $3,585-70.6% | $4,906-78.5% | $4,645-77.3% |