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 | $40,624 | $111,754-63.6% | $103,333-60.7% | $145,922-72.2% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.5pp |
| Annual return | 12.49% | 24.77%-12.3pp | 24.88%-12.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,711 | $4,212-59.4% | $3,868-55.8% | $4,660-63.3% |
| Participant deferral / active EE | $3,461 | $5,619-38.4% | $5,057-31.6% | $6,688-48.2% |
| Admin fee / account holder | $2,259 | $9,750-76.8% | $8,355-73.0% | $13,397-83.1% |