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 | $48,241 | $86,286-44.1% | $111,297-56.7% | $85,850-43.8% |
| Participation rate | 89.6% | 73.3%+16.3pp | 77.3%+12.3pp | 69.3%+20.3pp |
| Annual return | 20.20% | 19.99%+0.2pp | 54.65%-34.5pp | 318.53%-298.3pp |
| Employer contribution / active EE | $964 | $2,043-52.8% | $2,731-64.7% | $2,565-62.4% |
| Participant deferral / active EE | $3,585 | $3,641-1.5% | $4,487-20.1% | $3,952-9.3% |
| Admin fee / account holder | $2,350 | $8,188-71.3% | $7,964-70.5% | $6,260-62.5% |