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 | $51,585 | $127,777-59.6% | $106,548-51.6% | $167,490-69.2% |
| Participation rate | 88.2% | 78.3%+10.0pp | 76.1%+12.1pp | 82.1%+6.1pp |
| Annual return | 16.19% | 33.87%-17.7pp | 26.80%-10.6pp | 478.56%-462.4pp |
| Employer contribution / active EE | $1,659 | $3,427-51.6% | $2,819-41.2% | $4,837-65.7% |
| Participant deferral / active EE | $4,328 | $5,087-14.9% | $4,398-1.6% | $6,341-31.7% |
| Admin fee / account holder | $1,688 | $11,228-85.0% | $7,407-77.2% | $12,309-86.3% |