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 | $83,055 | $95,416-13.0% | $185,823-55.3% | $85,850-3.3% |
| Participation rate | 75.0% | 68.8%+6.2pp | 81.7%-6.7pp | 69.3%+5.7pp |
| Annual return | 13.96% | 23.59%-9.6pp | 122.05%-108.1pp | 318.53%-304.6pp |
| Employer contribution / active EE | $539 | $3,314-83.7% | $5,167-89.6% | $2,565-79.0% |
| Participant deferral / active EE | $1,639 | $3,423-52.1% | $5,568-70.6% | $3,952-58.5% |
| Admin fee / account holder | $2,657 | $7,213-63.2% | $16,237-83.6% | $6,260-57.6% |