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 | $63,690 | $83,337-23.6% | $67,834-6.1% | $273,961-76.8% |
| Participation rate | 80.0% | 76.4%+3.6pp | 68.8%+11.2pp | 83.0%-3.0pp |
| Annual return | 7.53% | 259.45%-251.9pp | 138.47%-130.9pp | 41.45%-33.9pp |
| Employer contribution / active EE | $996 | $3,287-69.7% | $2,403-58.5% | $4,869-79.5% |
| Participant deferral / active EE | $3,080 | $4,088-24.7% | $3,160-2.5% | $5,287-41.8% |
| Admin fee / account holder | $466 | $6,752-93.1% | $4,622-89.9% | $10,132-95.4% |