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 | $69,867 | $95,416-26.8% | $185,823-62.4% | $85,850-18.6% |
| Participation rate | 73.2% | 68.8%+4.4pp | 81.7%-8.5pp | 69.3%+3.9pp |
| Annual return | 16.93% | 23.59%-6.7pp | 122.05%-105.1pp | 318.53%-301.6pp |
| Employer contribution / active EE | $1,841 | $3,314-44.4% | $5,167-64.4% | $2,565-28.2% |
| Participant deferral / active EE | $2,991 | $3,423-12.6% | $5,568-46.3% | $3,952-24.3% |
| Admin fee / account holder | $1,165 | $7,213-83.8% | $16,237-92.8% | $6,260-81.4% |