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 | $58,705 | $98,750-40.6% | $149,696-60.8% | $79,858-26.5% |
| Participation rate | 81.1% | 75.8%+5.3pp | 82.5%-1.4pp | 69.6%+11.4pp |
| Annual return | 15.91% | 27.43%-11.5pp | 276.60%-260.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,117 | $5,680-27.5% | $6,842-39.8% | $3,740+10.1% |
| Admin fee / account holder | $1,277 | $6,053-78.9% | $9,309-86.3% | $5,306-75.9% |