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 | $25,687 | $53,516-52.0% | $126,539-79.7% | $84,808-69.7% |
| Participation rate | 80.8% | 58.2%+22.5pp | 69.8%+11.0pp | 68.3%+12.5pp |
| Annual return | 14.34% | 58.34%-44.0pp | 425.95%-411.6pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,911 | $1,535+24.5% | $3,674-48.0% | $2,631-27.4% |
| Participant deferral / active EE | $3,700 | $2,671+38.5% | $4,083-9.4% | $4,212-12.2% |
| Admin fee / account holder | $3,673 | $4,497-18.3% | $6,065-39.4% | $7,344-50.0% |