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 | $26,375 | $48,046-45.1% | $84,611-68.8% | $72,985-63.9% |
| Participation rate | 81.1% | 57.6%+23.5pp | 68.2%+12.8pp | 69.5%+11.6pp |
| Annual return | 22.21% | 37.38%-15.2pp | 258.74%-236.5pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,931 | $1,602+20.5% | $2,652-27.2% | $2,440-20.9% |
| Participant deferral / active EE | $3,340 | $2,680+24.6% | $3,899-14.3% | $3,607-7.4% |
| Admin fee / account holder | $1,449 | $3,395-57.3% | $4,912-70.5% | $5,124-71.7% |