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 | $37,489 | $70,428-46.8% | $96,562-61.2% | $85,850-56.3% |
| Participation rate | 76.7% | 61.8%+14.9pp | 69.8%+6.9pp | 69.3%+7.4pp |
| Annual return | 11.65% | 18.59%-6.9pp | 37.78%-26.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $4,176 | $1,413+195.6% | $2,356+77.2% | $2,565+62.8% |
| Participant deferral / active EE | $1,524 | $2,894-47.3% | $3,849-60.4% | $3,952-61.4% |
| Admin fee / account holder | $3,299 | $4,997-34.0% | $6,181-46.6% | $6,260-47.3% |