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 | $62,450 | $89,355-30.1% | $141,162-55.8% | $72,985-14.4% |
| Participation rate | 71.4% | 75.1%-3.7pp | 82.5%-11.0pp | 69.5%+1.9pp |
| Annual return | 22.07% | 111.85%-89.8pp | 71.39%-49.3pp | 81.00%-58.9pp |
| Employer contribution / active EE | $1,577 | $3,114-49.4% | $4,735-66.7% | $2,440-35.4% |
| Participant deferral / active EE | $5,918 | $5,418+9.2% | $6,709-11.8% | $3,607+64.0% |
| Admin fee / account holder | $4,223 | $5,958-29.1% | $10,261-58.8% | $5,124-17.6% |