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 8-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 | $38,424 | $49,922-23.0% | $80,569-52.3% | $75,163-48.9% |
| Participation rate | 75.9% | 55.3%+20.6pp | 67.0%+8.9pp | 67.2%+8.7pp |
| Annual return | 18.73% | 34.69%-16.0pp | 935.43%-916.7pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,892 | $1,698+11.4% | $2,723-30.5% | $2,670-29.1% |
| Participant deferral / active EE | $2,996 | $2,990+0.2% | $4,447-32.6% | $4,125-27.4% |
| Admin fee / account holder | $1,064 | $3,577-70.3% | $5,377-80.2% | $5,651-81.2% |