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 | $35,631 | $52,279-31.8% | $89,391-60.1% | $79,858-55.4% |
| Participation rate | 84.0% | 57.5%+26.5pp | 68.0%+16.0pp | 69.6%+14.4pp |
| Annual return | 16.00% | 22.16%-6.2pp | 245.62%-229.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $775 | $1,572-50.7% | $2,586-70.0% | $2,471-68.6% |
| Participant deferral / active EE | $2,087 | $2,740-23.8% | $3,890-46.4% | $3,740-44.2% |
| Admin fee / account holder | $1,319 | $3,356-60.7% | $4,881-73.0% | $5,306-75.1% |