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 | $71,658 | $99,079-27.7% | $77,999-8.1% | $273,961-73.8% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.5%+4.5pp | 83.0%-3.0pp |
| Annual return | 6.70% | 217.93%-211.2pp | 425.96%-419.3pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,326 | $3,308-59.9% | $2,470-46.3% | $4,869-72.8% |
| Participant deferral / active EE | $2,350 | $4,306-45.4% | $3,497-32.8% | $5,287-55.5% |
| Admin fee / account holder | $2,261 | $8,954-74.8% | $5,480-58.8% | $10,132-77.7% |