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 | $34,544 | $58,208-40.7% | $81,812-57.8% | $80,856-57.3% |
| Participation rate | 96.9% | 63.4%+33.5pp | 72.3%+24.6pp | 67.6%+29.3pp |
| Annual return | 28.85% | 41.66%-12.8pp | 773.79%-744.9pp | 35.59%-6.7pp |
| Employer contribution / active EE | $2,554 | $2,340+9.2% | $2,912-12.3% | $2,755-7.3% |
| Participant deferral / active EE | $3,870 | $3,281+18.0% | $4,319-10.4% | $4,296-9.9% |
| Admin fee / account holder | $1,050 | $4,981-78.9% | $7,386-85.8% | $6,918-84.8% |