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 | $41,628 | $51,576-19.3% | $129,207-67.8% | $80,856-48.5% |
| Participation rate | 77.9% | 57.0%+21.0pp | 69.6%+8.3pp | 67.6%+10.3pp |
| Annual return | 17.26% | 20.81%-3.5pp | 9417.33%-9400.1pp | 35.59%-18.3pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,072 | $2,669+127.5% | $4,168+45.7% | $4,296+41.3% |
| Admin fee / account holder | $7,229 | $4,305+67.9% | $7,715-6.3% | $6,918+4.5% |