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 | $61,496 | $84,233-27.0% | $170,442-63.9% | $70,131-12.3% |
| Participation rate | 79.7% | 70.8%+8.9pp | 83.6%-3.9pp | 69.5%+10.2pp |
| Annual return | 16.77% | 23.06%-6.3pp | 205.93%-189.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $1,267 | $3,387-62.6% | $5,433-76.7% | $2,342-45.9% |
| Participant deferral / active EE | $2,623 | $3,086-15.0% | $4,939-46.9% | $3,332-21.3% |
| Admin fee / account holder | $1,588 | $5,698-72.1% | $13,880-88.6% | $4,645-65.8% |