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 | $61,786 | $91,190-32.2% | $178,490-65.4% | $79,858-22.6% |
| Participation rate | 95.0% | 69.2%+25.8pp | 81.9%+13.1pp | 69.6%+25.4pp |
| Annual return | 14.67% | 24.19%-9.5pp | 151.07%-136.4pp | 31.71%-17.0pp |
| Employer contribution / active EE | $2,375 | $3,256-27.1% | $5,011-52.6% | $2,471-3.9% |
| Participant deferral / active EE | $5,294 | $3,236+63.6% | $5,202+1.8% | $3,740+41.5% |
| Admin fee / account holder | $1,143 | $6,751-83.1% | $13,984-91.8% | $5,306-78.5% |