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 | $34,713 | $56,317-38.4% | $71,209-51.3% | $74,304-53.3% |
| Participation rate | 80.6% | 55.1%+25.5pp | 73.8%+6.8pp | 60.3%+20.2pp |
| Annual return | 17.88% | 42.83%-25.0pp | 282.51%-264.6pp | 29.43%-11.6pp |
| Employer contribution / active EE | $1,218 | $2,160-43.6% | $2,721-55.2% | $2,241-45.6% |
| Participant deferral / active EE | $3,241 | $2,788+16.3% | $4,175-22.4% | $3,767-14.0% |
| Admin fee / account holder | $3,963 | $2,290+73.1% | $5,349-25.9% | $2,969+33.5% |