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 | $52,997 | $56,053-5.5% | $75,972-30.2% | $80,856-34.5% |
| Participation rate | 70.6% | 62.0%+8.6pp | 69.1%+1.5pp | 67.6%+3.0pp |
| Annual return | 11.55% | 20.53%-9.0pp | 359.55%-348.0pp | 35.59%-24.0pp |
| Employer contribution / active EE | $771 | $1,874-58.9% | $2,685-71.3% | $2,755-72.0% |
| Participant deferral / active EE | $3,083 | $3,052+1.0% | $4,255-27.6% | $4,296-28.2% |
| Admin fee / account holder | $1,243 | $5,234-76.3% | $6,467-80.8% | $6,918-82.0% |