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 | $41,869 | $83,337-49.8% | $67,834-38.3% | $273,961-84.7% |
| Participation rate | 70.6% | 76.4%-5.8pp | 68.8%+1.8pp | 83.0%-12.4pp |
| Annual return | 7.83% | 259.45%-251.6pp | 138.47%-130.6pp | 41.45%-33.6pp |
| Employer contribution / active EE | $883 | $3,287-73.1% | $2,403-63.3% | $4,869-81.9% |
| Participant deferral / active EE | $1,766 | $4,088-56.8% | $3,160-44.1% | $5,287-66.6% |
| Admin fee / account holder | $6,642 | $6,752-1.6% | $4,622+43.7% | $10,132-34.4% |