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 | $52,662 | $105,859-50.3% | $90,160-41.6% | $147,584-64.3% |
| Participation rate | 90.5% | 79.7%+10.7pp | 76.9%+13.6pp | 82.8%+7.6pp |
| Annual return | 16.59% | 37.63%-21.0pp | 34.88%-18.3pp | 578.55%-562.0pp |
| Employer contribution / active EE | $507 | $4,126-87.7% | $3,318-84.7% | $4,876-89.6% |
| Participant deferral / active EE | $7,569 | $5,733+32.0% | $5,288+43.1% | $5,439+39.2% |
| Admin fee / account holder | $1,010 | $8,046-87.4% | $5,943-83.0% | $10,885-90.7% |