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 | $76,094 | $89,753-15.2% | $107,525-29.2% | $84,808-10.3% |
| Participation rate | 92.0% | 68.1%+23.9pp | 75.1%+16.9pp | 68.3%+23.7pp |
| Annual return | 16.58% | 29.48%-12.9pp | 181.32%-164.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,729 | $3,113-44.5% | $3,754-53.9% | $2,631-34.3% |
| Participant deferral / active EE | $2,578 | $4,056-36.4% | $5,116-49.6% | $4,212-38.8% |
| Admin fee / account holder | $1,182 | $7,222-83.6% | $8,919-86.7% | $7,344-83.9% |