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 | $61,199 | $101,069-39.4% | $81,478-24.9% | $147,584-58.5% |
| Participation rate | 84.6% | 74.5%+10.2pp | 68.0%+16.7pp | 82.8%+1.8pp |
| Annual return | 16.85% | 32.40%-15.6pp | 38.78%-21.9pp | 578.55%-561.7pp |
| Employer contribution / active EE | $3,763 | $3,205+17.4% | $2,568+46.6% | $4,876-22.8% |
| Participant deferral / active EE | $7,024 | $4,242+65.6% | $3,537+98.6% | $5,439+29.2% |
| Admin fee / account holder | $1,650 | $5,812-71.6% | $4,561-63.8% | $10,885-84.8% |