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 | $54,566 | $51,638+5.7% | $68,368-20.2% | $82,448-33.8% |
| Participation rate | 83.8% | 63.6%+20.2pp | 73.8%+10.0pp | 68.1%+15.7pp |
| Annual return | 18.11% | 37.53%-19.4pp | 292.57%-274.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,203 | $2,047-41.2% | $2,649-54.6% | $2,551-52.8% |
| Participant deferral / active EE | $3,810 | $2,914+30.8% | $4,123-7.6% | $4,139-8.0% |
| Admin fee / account holder | $777 | $4,643-83.3% | $5,150-84.9% | $7,234-89.3% |