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 | $52,994 | $115,770-54.2% | $101,248-47.7% | $158,922-66.7% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 12.74% | 56.14%-43.4pp | 46.47%-33.7pp | 302.83%-290.1pp |
| Employer contribution / active EE | $1,823 | $4,175-56.3% | $3,660-50.2% | $4,761-61.7% |
| Participant deferral / active EE | $9,375 | $4,957+89.1% | $4,370+114.5% | $5,982+56.7% |
| Admin fee / account holder | $4,708 | $7,245-35.0% | $5,945-20.8% | $11,246-58.1% |