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 | $18,990 | $45,035-57.8% | $62,995-69.9% | $70,131-72.9% |
| Participation rate | 72.0% | 69.5%+2.5pp | 74.8%-2.8pp | 69.5%+2.5pp |
| Annual return | 14.99% | 18.76%-3.8pp | 87.57%-72.6pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,316 | $2,051-35.9% | $2,759-52.3% | $2,342-43.8% |
| Participant deferral / active EE | $3,018 | $2,465+22.4% | $3,329-9.4% | $3,332-9.4% |
| Admin fee / account holder | $4,652 | $2,834+64.1% | $3,600+29.2% | $4,645+0.2% |