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 | $48,790 | $89,753-45.6% | $107,525-54.6% | $84,808-42.5% |
| Participation rate | 84.7% | 68.1%+16.7pp | 75.1%+9.7pp | 68.3%+16.4pp |
| Annual return | 15.52% | 29.48%-14.0pp | 181.32%-165.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,946 | $3,113-5.4% | $3,754-21.5% | $2,631+12.0% |
| Participant deferral / active EE | $5,182 | $4,056+27.8% | $5,116+1.3% | $4,212+23.1% |
| Admin fee / account holder | $2,717 | $7,222-62.4% | $8,919-69.5% | $7,344-63.0% |