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 3-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 | $68,941 | $117,841-41.5% | $102,423-32.7% | $145,922-52.8% |
| Participation rate | 78.3% | 78.6%-0.3pp | 76.5%+1.8pp | 80.3%-2.0pp |
| Annual return | 12.62% | 31.65%-19.0pp | 29.32%-16.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,561 | $3,615-56.8% | $3,023-48.4% | $4,660-66.5% |
| Participant deferral / active EE | $3,790 | $5,731-33.9% | $5,053-25.0% | $6,688-43.3% |
| Admin fee / account holder | $499 | $13,326-96.3% | $9,451-94.7% | $13,397-96.3% |