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 | $63,393 | $89,753-29.4% | $107,525-41.0% | $84,808-25.3% |
| Participation rate | 89.4% | 68.1%+21.3pp | 75.1%+14.3pp | 68.3%+21.1pp |
| Annual return | 17.05% | 29.48%-12.4pp | 181.32%-164.3pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,056 | $3,113-34.0% | $3,754-45.2% | $2,631-21.8% |
| Participant deferral / active EE | $5,925 | $4,056+46.1% | $5,116+15.8% | $4,212+40.7% |
| Admin fee / account holder | $5,177 | $7,222-28.3% | $8,919-42.0% | $7,344-29.5% |