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 | $77,792 | $99,652-21.9% | $78,778-1.3% | $147,584-47.3% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.2%+16.5pp | 82.8%+2.9pp |
| Annual return | 18.78% | 47.28%-28.5pp | 35.62%-16.8pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,759 | $2,796-37.1% | $1,986-11.4% | $4,876-63.9% |
| Participant deferral / active EE | $3,420 | $3,664-6.7% | $2,958+15.6% | $5,439-37.1% |
| Admin fee / account holder | $4,211 | $7,155-41.1% | $5,134-18.0% | $10,885-61.3% |