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 | $44,885 | $65,041-31.0% | $90,951-50.6% | $79,858-43.8% |
| Participation rate | 94.5% | 61.6%+32.9pp | 69.0%+25.5pp | 69.6%+24.9pp |
| Annual return | 21.84% | 30.45%-8.6pp | 134.60%-112.8pp | 31.71%-9.9pp |
| Employer contribution / active EE | $3,860 | $1,247+209.5% | $2,122+81.9% | $2,471+56.2% |
| Participant deferral / active EE | $4,022 | $2,512+60.1% | $3,373+19.2% | $3,740+7.5% |
| Admin fee / account holder | $618 | $4,536-86.4% | $5,959-89.6% | $5,306-88.3% |