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 | $41,313 | $53,127-22.2% | $86,590-52.3% | $70,131-41.1% |
| Participation rate | 79.0% | 65.3%+13.7pp | 73.5%+5.5pp | 69.5%+9.5pp |
| Annual return | 13.72% | 27.66%-13.9pp | 964.84%-951.1pp | 73.14%-59.4pp |
| Employer contribution / active EE | $1,368 | $2,068-33.9% | $2,839-51.8% | $2,342-41.6% |
| Participant deferral / active EE | $3,092 | $2,696+14.7% | $3,609-14.3% | $3,332-7.2% |
| Admin fee / account holder | $2,350 | $3,585-34.4% | $4,906-52.1% | $4,645-49.4% |