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 | $52,559 | $70,428-25.4% | $96,562-45.6% | $85,850-38.8% |
| Participation rate | 77.8% | 61.8%+16.0pp | 69.8%+8.0pp | 69.3%+8.5pp |
| Annual return | 18.31% | 18.59%-0.3pp | 37.78%-19.5pp | 318.53%-300.2pp |
| Employer contribution / active EE | $999 | $1,413-29.3% | $2,356-57.6% | $2,565-61.1% |
| Participant deferral / active EE | $2,773 | $2,894-4.2% | $3,849-28.0% | $3,952-29.8% |
| Admin fee / account holder | $351 | $4,997-93.0% | $6,181-94.3% | $6,260-94.4% |