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 | $44,580 | $48,046-7.2% | $84,611-47.3% | $72,985-38.9% |
| Participation rate | 72.7% | 57.6%+15.1pp | 68.2%+4.5pp | 69.5%+3.2pp |
| Annual return | 23.63% | 37.38%-13.8pp | 258.74%-235.1pp | 81.00%-57.4pp |
| Employer contribution / active EE | $565 | $1,602-64.8% | $2,652-78.7% | $2,440-76.9% |
| Participant deferral / active EE | $2,164 | $2,680-19.3% | $3,899-44.5% | $3,607-40.0% |
| Admin fee / account holder | $625 | $3,395-81.6% | $4,912-87.3% | $5,124-87.8% |