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 | $57,014 | $63,861-10.7% | $104,607-45.5% | $79,858-28.6% |
| Participation rate | 88.9% | 64.9%+24.0pp | 74.1%+14.8pp | 69.6%+19.3pp |
| Annual return | 12.18% | 21.30%-9.1pp | 340.46%-328.3pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,745 | $1,588+9.9% | $2,681-34.9% | $2,471-29.4% |
| Participant deferral / active EE | $3,397 | $2,693+26.1% | $3,740-9.2% | $3,740-9.2% |
| Admin fee / account holder | $1,841 | $4,185-56.0% | $6,473-71.6% | $5,306-65.3% |