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 | $57,673 | $94,338-38.9% | $100,534-42.6% | $142,382-59.5% |
| Participation rate | 87.5% | 81.7%+5.8pp | 80.6%+6.9pp | 80.1%+7.4pp |
| Annual return | 15.37% | 29.20%-13.8pp | 32.66%-17.3pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,548 | $4,237-39.9% | $4,346-41.4% | $4,299-40.7% |
| Participant deferral / active EE | $4,237 | $5,934-28.6% | $6,144-31.0% | $6,507-34.9% |
| Admin fee / account holder | $1,731 | $8,421-79.4% | $7,654-77.4% | $12,624-86.3% |