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 | $39,699 | $105,931-62.5% | $81,930-51.5% | $158,922-75.0% |
| Participation rate | 87.0% | 75.6%+11.3pp | 72.0%+15.0pp | 82.0%+5.0pp |
| Annual return | 8.68% | 38.17%-29.5pp | 29.49%-20.8pp | 302.83%-294.1pp |
| Employer contribution / active EE | $876 | $7,800-88.8% | $4,310-79.7% | $4,761-81.6% |
| Participant deferral / active EE | $1,430 | $13,003-89.0% | $7,107-79.9% | $5,982-76.1% |
| Admin fee / account holder | $3,522 | $8,489-58.5% | $5,158-31.7% | $11,246-68.7% |