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 | $48,359 | $58,828-17.8% | $77,999-38.0% | $62,891-23.1% |
| Participation rate | 98.8% | 71.1%+27.7pp | 75.5%+23.2pp | 69.3%+29.5pp |
| Annual return | 7.99% | 17.16%-9.2pp | 425.96%-418.0pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,309 | $1,672-21.7% | $2,470-47.0% | $2,281-42.6% |
| Participant deferral / active EE | $1,742 | $2,686-35.1% | $3,497-50.2% | $3,203-45.6% |
| Admin fee / account holder | $2,325 | $4,393-47.1% | $5,480-57.6% | $4,296-45.9% |