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 | $46,658 | $89,753-48.0% | $107,525-56.6% | $84,808-45.0% |
| Participation rate | 81.0% | 68.1%+12.9pp | 75.1%+5.9pp | 68.3%+12.6pp |
| Annual return | 18.17% | 29.48%-11.3pp | 181.32%-163.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,401 | $3,113-55.0% | $3,754-62.7% | $2,631-46.8% |
| Participant deferral / active EE | $3,899 | $4,056-3.9% | $5,116-23.8% | $4,212-7.4% |
| Admin fee / account holder | $2,422 | $7,222-66.5% | $8,919-72.8% | $7,344-67.0% |