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 | $53,910 | $48,364+11.5% | $71,796-24.9% | $62,891-14.3% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 16.25% | 13.16%+3.1pp | 78.04%-61.8pp | 20.14%-3.9pp |
| Employer contribution / active EE | $1,597 | $1,042+53.3% | $1,924-17.0% | $2,281-30.0% |
| Participant deferral / active EE | $2,829 | $2,091+35.3% | $2,794+1.2% | $3,203-11.7% |
| Admin fee / account holder | $1,022 | $3,771-72.9% | $4,815-78.8% | $4,296-76.2% |