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 | $52,053 | $116,175-55.2% | $93,606-44.4% | $152,861-65.9% |
| Participation rate | 87.0% | 78.0%+8.9pp | 75.8%+11.1pp | 82.4%+4.5pp |
| Annual return | 19.02% | 35.96%-16.9pp | 32.76%-13.7pp | 345.32%-326.3pp |
| Employer contribution / active EE | $948 | $3,218-70.5% | $2,718-65.1% | $4,762-80.1% |
| Participant deferral / active EE | $4,212 | $4,603-8.5% | $4,069+3.5% | $5,850-28.0% |
| Admin fee / account holder | $768 | $10,748-92.9% | $7,888-90.3% | $11,596-93.4% |