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 | $33,353 | $58,828-43.3% | $77,999-57.2% | $62,891-47.0% |
| Participation rate | 71.0% | 71.1%-0.1pp | 75.5%-4.6pp | 69.3%+1.7pp |
| Annual return | 4.89% | 17.16%-12.3pp | 425.96%-421.1pp | 20.14%-15.3pp |
| Employer contribution / active EE | $1,324 | $1,672-20.8% | $2,470-46.4% | $2,281-42.0% |
| Participant deferral / active EE | $2,011 | $2,686-25.1% | $3,497-42.5% | $3,203-37.2% |
| Admin fee / account holder | $1,120 | $4,393-74.5% | $5,480-79.6% | $4,296-73.9% |