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 | $47,079 | $112,881-58.3% | $90,951-48.2% | $158,922-70.4% |
| Participation rate | 89.5% | 74.7%+14.7pp | 69.0%+20.5pp | 82.0%+7.5pp |
| Annual return | 11.95% | 215.79%-203.8pp | 134.60%-122.6pp | 302.83%-290.9pp |
| Employer contribution / active EE | $529 | $2,893-81.7% | $2,122-75.1% | $4,761-88.9% |
| Participant deferral / active EE | $1,488 | $4,128-64.0% | $3,373-55.9% | $5,982-75.1% |
| Admin fee / account holder | $6,837 | $8,041-15.0% | $5,959+14.7% | $11,246-39.2% |