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 | $83,420 | $201,272-58.6% | $184,203-54.7% | $145,922-42.8% |
| Participation rate | 70.6% | 87.5%-16.9pp | 86.8%-16.2pp | 80.3%-9.7pp |
| Annual return | 17.43% | 29.00%-11.6pp | 28.81%-11.4pp | 561.29%-543.9pp |
| Employer contribution / active EE | $2,162 | $7,022-69.2% | $6,427-66.4% | $4,660-53.6% |
| Participant deferral / active EE | $12,932 | $9,806+31.9% | $9,131+41.6% | $6,688+93.4% |
| Admin fee / account holder | $1,686 | $16,364-89.7% | $13,901-87.9% | $13,397-87.4% |