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 | $28,728 | $48,795-41.1% | $65,493-56.1% | $84,808-66.1% |
| Participation rate | 86.5% | 67.0%+19.5pp | 73.1%+13.4pp | 68.3%+18.2pp |
| Annual return | 18.84% | 20.20%-1.4pp | 982.45%-963.6pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,464 | $1,930-24.1% | $2,574-43.1% | $2,631-44.4% |
| Participant deferral / active EE | $2,187 | $2,928-25.3% | $3,961-44.8% | $4,212-48.1% |
| Admin fee / account holder | $2,846 | $3,877-26.6% | $5,028-43.4% | $7,344-61.2% |