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 | $59,444 | $88,672-33.0% | $105,223-43.5% | $82,448-27.9% |
| Participation rate | 71.4% | 67.9%+3.5pp | 75.0%-3.6pp | 68.1%+3.4pp |
| Annual return | 19.99% | 30.86%-10.9pp | 180.65%-160.7pp | 41.64%-21.7pp |
| Employer contribution / active EE | $2,171 | $3,048-28.8% | $3,689-41.1% | $2,551-14.9% |
| Participant deferral / active EE | $3,901 | $4,036-3.3% | $5,072-23.1% | $4,139-5.8% |
| Admin fee / account holder | $700 | $7,146-90.2% | $8,859-92.1% | $7,234-90.3% |