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 | $36,139 | $65,041-44.4% | $90,951-60.3% | $79,858-54.7% |
| Participation rate | 95.5% | 61.6%+33.9pp | 69.0%+26.5pp | 69.6%+25.9pp |
| Annual return | 15.13% | 30.45%-15.3pp | 134.60%-119.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,072 | $1,247-14.0% | $2,122-49.5% | $2,471-56.6% |
| Participant deferral / active EE | $1,949 | $2,512-22.4% | $3,373-42.2% | $3,740-47.9% |
| Admin fee / account holder | $1,769 | $4,536-61.0% | $5,959-70.3% | $5,306-66.7% |