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 | $86,145 | $70,428+22.3% | $96,562-10.8% | $85,850+0.3% |
| Participation rate | 70.7% | 61.8%+8.9pp | 69.8%+0.9pp | 69.3%+1.4pp |
| Annual return | 15.08% | 18.59%-3.5pp | 37.78%-22.7pp | 318.53%-303.4pp |
| Employer contribution / active EE | $645 | $1,413-54.3% | $2,356-72.6% | $2,565-74.8% |
| Participant deferral / active EE | $2,574 | $2,894-11.1% | $3,849-33.1% | $3,952-34.9% |
| Admin fee / account holder | $1,509 | $4,997-69.8% | $6,181-75.6% | $6,260-75.9% |