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 | $38,366 | $54,705-29.9% | $71,209-46.1% | $84,808-54.8% |
| Participation rate | 84.6% | 64.1%+20.5pp | 73.8%+10.9pp | 68.3%+16.3pp |
| Annual return | 17.00% | 35.90%-18.9pp | 282.51%-265.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,568 | $2,158-27.4% | $2,721-42.4% | $2,631-40.4% |
| Participant deferral / active EE | $3,909 | $3,030+29.0% | $4,175-6.4% | $4,212-7.2% |
| Admin fee / account holder | $1,126 | $4,863-76.8% | $5,349-79.0% | $7,344-84.7% |