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 | $26,831 | $83,337-67.8% | $67,834-60.4% | $273,961-90.2% |
| Participation rate | 90.0% | 76.4%+13.6pp | 68.8%+21.2pp | 83.0%+7.0pp |
| Annual return | 8.74% | 259.45%-250.7pp | 138.47%-129.7pp | 41.45%-32.7pp |
| Employer contribution / active EE | $1,896 | $3,287-42.3% | $2,403-21.1% | $4,869-61.1% |
| Participant deferral / active EE | $3,934 | $4,088-3.8% | $3,160+24.5% | $5,287-25.6% |
| Admin fee / account holder | $1,580 | $6,752-76.6% | $4,622-65.8% | $10,132-84.4% |