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 | $47,863 | $71,050-32.6% | $93,606-48.9% | $80,856-40.8% |
| Participation rate | 76.4% | 60.4%+16.0pp | 68.7%+7.6pp | 67.6%+8.7pp |
| Annual return | 14.70% | 11.26%+3.4pp | 133.20%-118.5pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,137 | $1,564-27.3% | $2,420-53.0% | $2,755-58.7% |
| Participant deferral / active EE | $2,106 | $4,034-47.8% | $4,411-52.3% | $4,296-51.0% |
| Admin fee / account holder | $1,933 | $6,945-72.2% | $8,285-76.7% | $6,918-72.1% |