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 | $17,778 | $101,069-82.4% | $81,478-78.2% | $147,584-88.0% |
| Participation rate | 92.3% | 74.5%+17.9pp | 68.0%+24.3pp | 82.8%+9.5pp |
| Annual return | 13.92% | 32.40%-18.5pp | 38.78%-24.9pp | 578.55%-564.6pp |
| Employer contribution / active EE | $2,738 | $3,205-14.6% | $2,568+6.6% | $4,876-43.9% |
| Participant deferral / active EE | $4,133 | $4,242-2.6% | $3,537+16.9% | $5,439-24.0% |
| Admin fee / account holder | $2,401 | $5,812-58.7% | $4,561-47.4% | $10,885-77.9% |