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 | $57,545 | $117,841-51.2% | $102,423-43.8% | $145,922-60.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 13.23% | 31.65%-18.4pp | 29.32%-16.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,769 | $3,615-51.1% | $3,023-41.5% | $4,660-62.0% |
| Participant deferral / active EE | $3,167 | $5,731-44.7% | $5,053-37.3% | $6,688-52.6% |
| Admin fee / account holder | $3,574 | $13,326-73.2% | $9,451-62.2% | $13,397-73.3% |