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 | $53,275 | $105,931-49.7% | $81,930-35.0% | $158,922-66.5% |
| Participation rate | 90.9% | 75.6%+15.3pp | 72.0%+18.9pp | 82.0%+9.0pp |
| Annual return | 10.21% | 38.17%-28.0pp | 29.49%-19.3pp | 302.83%-292.6pp |
| Employer contribution / active EE | $1,073 | $7,800-86.2% | $4,310-75.1% | $4,761-77.5% |
| Participant deferral / active EE | $2,568 | $13,003-80.3% | $7,107-63.9% | $5,982-57.1% |
| Admin fee / account holder | $2,617 | $8,489-69.2% | $5,158-49.3% | $11,246-76.7% |