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 | $55,780 | $100,773-44.6% | $88,946-37.3% | $142,382-60.8% |
| Participation rate | 89.5% | 74.3%+15.2pp | 68.8%+20.6pp | 80.1%+9.4pp |
| Annual return | 13.65% | 70.18%-56.5pp | 57.82%-44.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,237 | $5,230-38.1% | $4,581-29.4% | $6,507-50.3% |
| Admin fee / account holder | $10,261 | $9,693+5.9% | $8,261+24.2% | $12,624-18.7% |