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 | $20,929 | $62,573-66.6% | $85,682-75.6% | $85,850-75.6% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.9%+10.1pp | 69.3%+10.7pp |
| Annual return | 29.86% | 23.77%+6.1pp | 21.49%+8.4pp | 318.53%-288.7pp |
| Employer contribution / active EE | $898 | $1,757-48.9% | $2,618-65.7% | $2,565-65.0% |
| Participant deferral / active EE | $4,813 | $2,802+71.8% | $3,923+22.7% | $3,952+21.8% |
| Admin fee / account holder | $6,895 | $4,640+48.6% | $6,873+0.3% | $6,260+10.1% |