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 | $56,018 | $117,841-52.5% | $102,423-45.3% | $145,922-61.6% |
| Participation rate | 87.0% | 78.6%+8.4pp | 76.5%+10.5pp | 80.3%+6.7pp |
| Annual return | 10.25% | 31.65%-21.4pp | 29.32%-19.1pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,014 | $3,615-44.3% | $3,023-33.4% | $4,660-56.8% |
| Participant deferral / active EE | $4,360 | $5,731-23.9% | $5,053-13.7% | $6,688-34.8% |
| Admin fee / account holder | $6,920 | $13,326-48.1% | $9,451-26.8% | $13,397-48.3% |