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 | $51,106 | $94,752-46.1% | $112,887-54.7% | $139,434-63.3% |
| Participation rate | 95.8% | 81.3%+14.6pp | 80.5%+15.3pp | 80.3%+15.5pp |
| Annual return | 14.15% | 40.88%-26.7pp | 34.10%-19.9pp | 372.94%-358.8pp |
| Employer contribution / active EE | $3,187 | $4,625-31.1% | $4,563-30.2% | $4,751-32.9% |
| Participant deferral / active EE | $6,010 | $6,512-7.7% | $6,513-7.7% | $6,710-10.4% |
| Admin fee / account holder | $371 | $8,527-95.7% | $7,047-94.7% | $11,403-96.7% |