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 | $54,446 | $54,705-0.5% | $71,209-23.5% | $84,808-35.8% |
| Participation rate | 86.8% | 64.1%+22.7pp | 73.8%+13.0pp | 68.3%+18.5pp |
| Annual return | 14.77% | 35.90%-21.1pp | 282.51%-267.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $960 | $2,158-55.5% | $2,721-64.7% | $2,631-63.5% |
| Participant deferral / active EE | $3,982 | $3,030+31.4% | $4,175-4.6% | $4,212-5.5% |
| Admin fee / account holder | $9,755 | $4,863+100.6% | $5,349+82.4% | $7,344+32.8% |