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 | $31,226 | $56,053-44.3% | $75,972-58.9% | $80,856-61.4% |
| Participation rate | 87.2% | 62.0%+25.1pp | 69.1%+18.1pp | 67.6%+19.5pp |
| Annual return | 15.33% | 20.53%-5.2pp | 359.55%-344.2pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,781 | $1,874-5.0% | $2,685-33.7% | $2,755-35.3% |
| Participant deferral / active EE | $3,218 | $3,052+5.4% | $4,255-24.4% | $4,296-25.1% |
| Admin fee / account holder | $1,073 | $5,234-79.5% | $6,467-83.4% | $6,918-84.5% |