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 | $56,564 | $49,227+14.9% | $70,449-19.7% | $79,858-29.2% |
| Participation rate | 72.0% | 69.2%+2.8pp | 75.1%-3.1pp | 69.6%+2.4pp |
| Annual return | 14.23% | 30.06%-15.8pp | 109.03%-94.8pp | 31.71%-17.5pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,816 | $2,768+290.8% | $3,709+191.7% | $3,740+189.2% |
| Admin fee / account holder | $5,416 | $2,878+88.2% | $3,845+40.8% | $5,306+2.1% |