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 | $35,449 | $58,208-39.1% | $81,812-56.7% | $80,856-56.2% |
| Participation rate | 84.8% | 63.4%+21.4pp | 72.3%+12.5pp | 67.6%+17.2pp |
| Annual return | 14.51% | 41.66%-27.1pp | 773.79%-759.3pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,670 | $2,340-28.6% | $2,912-42.7% | $2,755-39.4% |
| Participant deferral / active EE | $4,813 | $3,281+46.7% | $4,319+11.5% | $4,296+12.0% |
| Admin fee / account holder | $6,057 | $4,981+21.6% | $7,386-18.0% | $6,918-12.5% |