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 | $36,631 | $48,795-24.9% | $65,493-44.1% | $84,808-56.8% |
| Participation rate | 87.8% | 67.0%+20.8pp | 73.1%+14.7pp | 68.3%+19.5pp |
| Annual return | 13.94% | 20.20%-6.3pp | 982.45%-968.5pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,225 | $1,930+15.3% | $2,574-13.6% | $2,631-15.4% |
| Participant deferral / active EE | $1,435 | $2,928-51.0% | $3,961-63.8% | $4,212-65.9% |
| Admin fee / account holder | $2,021 | $3,877-47.9% | $5,028-59.8% | $7,344-72.5% |