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 | $57,849 | $104,974-44.9% | $95,585-39.5% | $142,382-59.4% |
| Participation rate | 85.0% | 75.0%+10.0pp | 72.1%+12.9pp | 80.1%+4.9pp |
| Annual return | 10.80% | 210.33%-199.5pp | 38.56%-27.8pp | 217.08%-206.3pp |
| Employer contribution / active EE | $829 | $2,779-70.2% | $2,527-67.2% | $4,299-80.7% |
| Participant deferral / active EE | $3,043 | $4,352-30.1% | $4,023-24.4% | $6,507-53.2% |
| Admin fee / account holder | $1,863 | $6,386-70.8% | $6,127-69.6% | $12,624-85.2% |