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 | $23,925 | $48,795-51.0% | $65,493-63.5% | $84,808-71.8% |
| Participation rate | 89.7% | 67.0%+22.8pp | 73.1%+16.7pp | 68.3%+21.4pp |
| Annual return | 16.92% | 20.20%-3.3pp | 982.45%-965.5pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,482 | $1,930-23.2% | $2,574-42.4% | $2,631-43.7% |
| Participant deferral / active EE | $3,558 | $2,928+21.5% | $3,961-10.2% | $4,212-15.5% |
| Admin fee / account holder | $4,003 | $3,877+3.3% | $5,028-20.4% | $7,344-45.5% |