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 | $44,795 | $65,041-31.1% | $90,951-50.7% | $79,858-43.9% |
| Participation rate | 92.3% | 61.6%+30.7pp | 69.0%+23.3pp | 69.6%+22.7pp |
| Annual return | 11.98% | 30.45%-18.5pp | 134.60%-122.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,954 | $1,247+56.7% | $2,122-7.9% | $2,471-20.9% |
| Participant deferral / active EE | $2,866 | $2,512+14.1% | $3,373-15.0% | $3,740-23.4% |
| Admin fee / account holder | $976 | $4,536-78.5% | $5,959-83.6% | $5,306-81.6% |