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 | $29,112 | $98,750-70.5% | $149,696-80.6% | $79,858-63.5% |
| Participation rate | 71.1% | 75.8%-4.7pp | 82.5%-11.4pp | 69.6%+1.4pp |
| Annual return | 18.26% | 27.43%-9.2pp | 276.60%-258.3pp | 31.71%-13.5pp |
| Employer contribution / active EE | $1,553 | $3,216-51.7% | $4,644-66.6% | $2,471-37.2% |
| Participant deferral / active EE | $3,142 | $5,680-44.7% | $6,842-54.1% | $3,740-16.0% |
| Admin fee / account holder | $1,171 | $6,053-80.7% | $9,309-87.4% | $5,306-77.9% |