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 | $34,406 | $57,354-40.0% | $83,848-59.0% | $64,186-46.4% |
| Participation rate | 86.0% | 68.6%+17.4pp | 76.1%+9.8pp | 69.6%+16.4pp |
| Annual return | 4.82% | 11.38%-6.6pp | 850.88%-846.1pp | 7.63%-2.8pp |
| Employer contribution / active EE | $2,363 | $2,545-7.1% | $3,631-34.9% | $2,381-0.7% |
| Participant deferral / active EE | $1,333 | $2,993-55.5% | $4,082-67.3% | $3,470-61.6% |
| Admin fee / account holder | $1,547 | $4,046-61.8% | $5,478-71.8% | $4,888-68.4% |