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 | $52,350 | $63,346-17.4% | $92,233-43.2% | $70,131-25.4% |
| Participation rate | 78.6% | 68.7%+9.9pp | 76.5%+2.1pp | 69.5%+9.0pp |
| Annual return | 21.04% | 530.12%-509.1pp | 176.28%-155.2pp | 73.14%-52.1pp |
| Employer contribution / active EE | $1,794 | $2,471-27.4% | $3,679-51.2% | $2,342-23.4% |
| Participant deferral / active EE | $3,395 | $2,854+19.0% | $3,897-12.9% | $3,332+1.9% |
| Admin fee / account holder | $636 | $3,840-83.4% | $5,194-87.8% | $4,645-86.3% |