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 | $30,681 | $71,050-56.8% | $93,606-67.2% | $80,856-62.1% |
| Participation rate | 79.2% | 60.4%+18.8pp | 68.7%+10.5pp | 67.6%+11.6pp |
| Annual return | 27.40% | 11.26%+16.1pp | 133.20%-105.8pp | 35.59%-8.2pp |
| Employer contribution / active EE | $2,377 | $1,564+52.0% | $2,420-1.8% | $2,755-13.7% |
| Participant deferral / active EE | $7,241 | $4,034+79.5% | $4,411+64.1% | $4,296+68.6% |
| Admin fee / account holder | $1,454 | $6,945-79.1% | $8,285-82.5% | $6,918-79.0% |