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 | $47,431 | $57,354-17.3% | $83,848-43.4% | $64,186-26.1% |
| Participation rate | 80.6% | 68.6%+12.0pp | 76.1%+4.5pp | 69.6%+11.1pp |
| Annual return | 9.01% | 11.38%-2.4pp | 850.88%-841.9pp | 7.63%+1.4pp |
| Employer contribution / active EE | $2,337 | $2,545-8.2% | $3,631-35.6% | $2,381-1.8% |
| Participant deferral / active EE | $1,243 | $2,993-58.5% | $4,082-69.6% | $3,470-64.2% |
| Admin fee / account holder | $1,819 | $4,046-55.0% | $5,478-66.8% | $4,888-62.8% |