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 | $54,729 | $117,841-53.6% | $102,423-46.6% | $145,922-62.5% |
| Participation rate | 76.2% | 78.6%-2.4pp | 76.5%-0.3pp | 80.3%-4.1pp |
| Annual return | 16.37% | 31.65%-15.3pp | 29.32%-12.9pp | 561.29%-544.9pp |
| Employer contribution / active EE | $3,089 | $3,615-14.5% | $3,023+2.2% | $4,660-33.7% |
| Participant deferral / active EE | $5,775 | $5,731+0.8% | $5,053+14.3% | $6,688-13.7% |
| Admin fee / account holder | $540 | $13,326-95.9% | $9,451-94.3% | $13,397-96.0% |