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 | $32,677 | $101,069-67.7% | $81,478-59.9% | $147,584-77.9% |
| Participation rate | 75.0% | 74.5%+0.5pp | 68.0%+7.0pp | 82.8%-7.8pp |
| Annual return | 18.21% | 32.40%-14.2pp | 38.78%-20.6pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,334 | $3,205-58.4% | $2,568-48.1% | $4,876-72.7% |
| Participant deferral / active EE | $3,792 | $4,242-10.6% | $3,537+7.2% | $5,439-30.3% |
| Admin fee / account holder | $2,450 | $5,812-57.8% | $4,561-46.3% | $10,885-77.5% |