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 | $65,829 | $54,705+20.3% | $71,209-7.6% | $84,808-22.4% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 16.65% | 35.90%-19.3pp | 282.51%-265.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,995 | $2,158-7.6% | $2,721-26.7% | $2,631-24.2% |
| Participant deferral / active EE | $4,309 | $3,030+42.2% | $4,175+3.2% | $4,212+2.3% |
| Admin fee / account holder | $1,565 | $4,863-67.8% | $5,349-70.7% | $7,344-78.7% |