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 | $33,117 | $48,795-32.1% | $65,493-49.4% | $84,808-60.9% |
| Participation rate | 72.7% | 67.0%+5.7pp | 73.1%-0.4pp | 68.3%+4.4pp |
| Annual return | 14.34% | 20.20%-5.9pp | 982.45%-968.1pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,848 | $1,930-4.2% | $2,574-28.2% | $2,631-29.7% |
| Participant deferral / active EE | $1,014 | $2,928-65.4% | $3,961-74.4% | $4,212-75.9% |
| Admin fee / account holder | $782 | $3,877-79.8% | $5,028-84.4% | $7,344-89.3% |