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 | $89,753-33.8% | $107,525-44.7% | $84,808-29.9% |
| Participation rate | 71.4% | 68.1%+3.4pp | 75.1%-3.6pp | 68.3%+3.1pp |
| Annual return | 19.99% | 29.48%-9.5pp | 181.32%-161.3pp | 40.90%-20.9pp |
| Employer contribution / active EE | $2,171 | $3,113-30.3% | $3,754-42.1% | $2,631-17.5% |
| Participant deferral / active EE | $3,901 | $4,056-3.8% | $5,116-23.7% | $4,212-7.4% |
| Admin fee / account holder | $700 | $7,222-90.3% | $8,919-92.1% | $7,344-90.5% |