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 | $56,103 | $117,859-52.4% | $102,438-45.2% | $145,959-61.6% |
| Participation rate | 73.9% | 78.6%-4.7pp | 76.5%-2.6pp | 80.3%-6.4pp |
| Annual return | 12.74% | 31.72%-19.0pp | 29.37%-16.6pp | 561.95%-549.2pp |
| Employer contribution / active EE | $4,173 | $3,615+15.4% | $3,024+38.0% | $4,661-10.5% |
| Participant deferral / active EE | $2,352 | $5,732-59.0% | $5,054-53.4% | $6,689-64.8% |
| Admin fee / account holder | $530 | $13,318-96.0% | $9,448-94.4% | $13,398-96.0% |