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 | $56,444 | $176,377-68.0% | $134,143-57.9% | $158,922-64.5% |
| Participation rate | 95.5% | 78.7%+16.8pp | 72.2%+23.3pp | 82.0%+13.5pp |
| Annual return | 28.43% | 63.63%-35.2pp | 36.33%-7.9pp | 302.83%-274.4pp |
| Employer contribution / active EE | $1,057 | $5,040-79.0% | $3,704-71.5% | $4,761-77.8% |
| Participant deferral / active EE | $3,516 | $4,091-14.1% | $3,499+0.5% | $5,982-41.2% |
| Admin fee / account holder | $2,255 | $8,718-74.1% | $6,684-66.3% | $11,246-79.9% |