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 | $33,039 | $62,573-47.2% | $85,682-61.4% | $85,850-61.5% |
| Participation rate | 94.8% | 61.1%+33.7pp | 69.9%+24.9pp | 69.3%+25.5pp |
| Annual return | 16.40% | 23.77%-7.4pp | 21.49%-5.1pp | 318.53%-302.1pp |
| Employer contribution / active EE | $1,900 | $1,757+8.2% | $2,618-27.4% | $2,565-25.9% |
| Participant deferral / active EE | $4,417 | $2,802+57.6% | $3,923+12.6% | $3,952+11.8% |
| Admin fee / account holder | $1,552 | $4,640-66.5% | $6,873-77.4% | $6,260-75.2% |