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 | $35,702 | $98,750-63.8% | $149,696-76.2% | $79,858-55.3% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | 15.18% | 27.43%-12.2pp | 276.60%-261.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,579 | $3,216-50.9% | $4,644-66.0% | $2,471-36.1% |
| Participant deferral / active EE | $3,135 | $5,680-44.8% | $6,842-54.2% | $3,740-16.2% |
| Admin fee / account holder | $2,308 | $6,053-61.9% | $9,309-75.2% | $5,306-56.5% |