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 | $45,350 | $78,422-42.2% | $95,952-52.7% | $79,858-43.2% |
| Participation rate | 85.2% | 73.5%+11.7pp | 77.1%+8.1pp | 69.6%+15.6pp |
| Annual return | 14.26% | 19.37%-5.1pp | 91.61%-77.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $2,000 | $1,945+2.8% | $2,541-21.3% | $2,471-19.0% |
| Participant deferral / active EE | $3,446 | $3,440+0.2% | $4,167-17.3% | $3,740-7.9% |
| Admin fee / account holder | $2,137 | $5,622-62.0% | $6,795-68.6% | $5,306-59.7% |