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 | $43,249 | $112,881-61.7% | $90,951-52.4% | $158,922-72.8% |
| Participation rate | 87.5% | 74.7%+12.8pp | 69.0%+18.5pp | 82.0%+5.5pp |
| Annual return | 18.96% | 215.79%-196.8pp | 134.60%-115.6pp | 302.83%-283.9pp |
| Employer contribution / active EE | $691 | $2,893-76.1% | $2,122-67.5% | $4,761-85.5% |
| Participant deferral / active EE | $1,135 | $4,128-72.5% | $3,373-66.4% | $5,982-81.0% |
| Admin fee / account holder | $8,203 | $8,041+2.0% | $5,959+37.7% | $11,246-27.1% |