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 | $61,017 | $65,041-6.2% | $90,951-32.9% | $79,858-23.6% |
| Participation rate | 72.4% | 61.6%+10.8pp | 69.0%+3.4pp | 69.6%+2.8pp |
| Annual return | 16.42% | 30.45%-14.0pp | 134.60%-118.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $2,600 | $1,247+108.5% | $2,122+22.5% | $2,471+5.2% |
| Participant deferral / active EE | $4,584 | $2,512+82.5% | $3,373+35.9% | $3,740+22.6% |
| Admin fee / account holder | $2,901 | $4,536-36.1% | $5,959-51.3% | $5,306-45.3% |