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 | $97,125-42.6% | $86,233-35.3% | $137,256-59.4% |
| Participation rate | 89.5% | 74.2%+15.3pp | 69.0%+20.5pp | 80.0%+9.5pp |
| Annual return | 13.65% | 74.19%-60.5pp | 61.39%-47.7pp | 220.34%-206.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,237 | $5,180-37.5% | $4,559-29.0% | $6,407-49.5% |
| Admin fee / account holder | $10,261 | $9,725+5.5% | $8,342+23.0% | $12,270-16.4% |