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 | $47,572 | $88,672-46.4% | $105,223-54.8% | $82,448-42.3% |
| Participation rate | 85.7% | 67.9%+17.8pp | 75.0%+10.7pp | 68.1%+17.6pp |
| Annual return | 15.79% | 30.86%-15.1pp | 180.65%-164.9pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,180 | $3,048-61.3% | $3,689-68.0% | $2,551-53.7% |
| Participant deferral / active EE | $4,231 | $4,036+4.8% | $5,072-16.6% | $4,139+2.2% |
| Admin fee / account holder | $5,530 | $7,146-22.6% | $8,859-37.6% | $7,234-23.6% |