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 | $40,315 | $88,672-54.5% | $105,223-61.7% | $82,448-51.1% |
| Participation rate | 88.4% | 67.9%+20.4pp | 75.0%+13.3pp | 68.1%+20.3pp |
| Annual return | 17.21% | 30.86%-13.6pp | 180.65%-163.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,667 | $3,048-45.3% | $3,689-54.8% | $2,551-34.6% |
| Participant deferral / active EE | $4,419 | $4,036+9.5% | $5,072-12.9% | $4,139+6.7% |
| Admin fee / account holder | $650 | $7,146-90.9% | $8,859-92.7% | $7,234-91.0% |