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 | $50,849 | $86,286-41.1% | $111,297-54.3% | $85,850-40.8% |
| Participation rate | 72.4% | 73.3%-0.9pp | 77.3%-4.9pp | 69.3%+3.1pp |
| Annual return | 26.55% | 19.99%+6.6pp | 54.65%-28.1pp | 318.53%-292.0pp |
| Employer contribution / active EE | $2,024 | $2,043-0.9% | $2,731-25.9% | $2,565-21.1% |
| Participant deferral / active EE | $4,021 | $3,641+10.4% | $4,487-10.4% | $3,952+1.8% |
| Admin fee / account holder | $554 | $8,188-93.2% | $7,964-93.0% | $6,260-91.2% |