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 | $46,678 | $82,664-43.5% | $125,339-62.8% | $68,494-31.9% |
| Participation rate | 84.1% | 75.0%+9.0pp | 82.4%+1.7pp | 67.9%+16.2pp |
| Annual return | 4.24% | -5.97%+10.2pp | 572.05%-567.8pp | -7.84%+12.1pp |
| Employer contribution / active EE | $5,169 | $3,381+52.9% | $4,814+7.4% | $2,596+99.1% |
| Participant deferral / active EE | $6,768 | $6,110+10.8% | $7,446-9.1% | $4,027+68.1% |
| Admin fee / account holder | $6,740 | $6,275+7.4% | $10,010-32.7% | $5,403+24.7% |