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 | $73,167 | $98,750-25.9% | $149,696-51.1% | $79,858-8.4% |
| Participation rate | 84.4% | 75.8%+8.6pp | 82.5%+1.9pp | 69.6%+14.7pp |
| Annual return | 13.62% | 27.43%-13.8pp | 276.60%-263.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $2,540 | $3,216-21.0% | $4,644-45.3% | $2,471+2.8% |
| Participant deferral / active EE | $3,254 | $5,680-42.7% | $6,842-52.4% | $3,740-13.0% |
| Admin fee / account holder | $1,140 | $6,053-81.2% | $9,309-87.8% | $5,306-78.5% |