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 | $76,692 | $60,124+27.6% | $90,404-15.2% | $79,858-4.0% |
| Participation rate | 71.1% | 65.0%+6.1pp | 72.7%-1.6pp | 69.6%+1.4pp |
| Annual return | 21.08% | 71.94%-50.9pp | 1293.02%-1271.9pp | 31.71%-10.6pp |
| Employer contribution / active EE | $1,297 | $2,068-37.3% | $3,262-60.2% | $2,471-47.5% |
| Participant deferral / active EE | $2,260 | $2,938-23.1% | $3,963-43.0% | $3,740-39.6% |
| Admin fee / account holder | $1,738 | $3,976-56.3% | $5,611-69.0% | $5,306-67.2% |