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 | $49,822 | $65,041-23.4% | $90,951-45.2% | $79,858-37.6% |
| Participation rate | 81.3% | 61.6%+19.6pp | 69.0%+12.2pp | 69.6%+11.6pp |
| Annual return | 17.76% | 30.45%-12.7pp | 134.60%-116.8pp | 31.71%-14.0pp |
| Employer contribution / active EE | $2,261 | $1,247+81.3% | $2,122+6.5% | $2,471-8.5% |
| Participant deferral / active EE | $4,456 | $2,512+77.4% | $3,373+32.1% | $3,740+19.1% |
| Admin fee / account holder | $3,537 | $4,536-22.0% | $5,959-40.6% | $5,306-33.3% |