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 | $77,784 | $58,208+33.6% | $81,812-4.9% | $80,856-3.8% |
| Participation rate | 80.8% | 63.4%+17.4pp | 72.3%+8.4pp | 67.6%+13.1pp |
| Annual return | 22.01% | 41.66%-19.6pp | 773.79%-751.8pp | 35.59%-13.6pp |
| Employer contribution / active EE | $1,981 | $2,340-15.4% | $2,912-32.0% | $2,755-28.1% |
| Participant deferral / active EE | $3,174 | $3,281-3.3% | $4,319-26.5% | $4,296-26.1% |
| Admin fee / account holder | $752 | $4,981-84.9% | $7,386-89.8% | $6,918-89.1% |