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 | $58,509 | $49,922+17.2% | $80,569-27.4% | $75,163-22.2% |
| Participation rate | 71.0% | 55.3%+15.7pp | 67.0%+4.0pp | 67.2%+3.8pp |
| Annual return | 15.75% | 34.69%-18.9pp | 935.43%-919.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $379 | $1,698-77.7% | $2,723-86.1% | $2,670-85.8% |
| Participant deferral / active EE | $2,796 | $2,990-6.5% | $4,447-37.1% | $4,125-32.2% |
| Admin fee / account holder | $2,418 | $3,577-32.4% | $5,377-55.0% | $5,651-57.2% |