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 | $38,256 | $63,346-39.6% | $92,233-58.5% | $70,131-45.5% |
| Participation rate | 78.8% | 68.7%+10.1pp | 76.5%+2.3pp | 69.5%+9.2pp |
| Annual return | 18.77% | 530.12%-511.3pp | 176.28%-157.5pp | 73.14%-54.4pp |
| Employer contribution / active EE | $1,572 | $2,471-36.4% | $3,679-57.3% | $2,342-32.9% |
| Participant deferral / active EE | $2,837 | $2,854-0.6% | $3,897-27.2% | $3,332-14.8% |
| Admin fee / account holder | $1,689 | $3,840-56.0% | $5,194-67.5% | $4,645-63.7% |