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 | $58,756 | $87,733-33.0% | $106,548-44.9% | $85,850-31.6% |
| Participation rate | 74.6% | 71.9%+2.7pp | 76.1%-1.5pp | 69.3%+5.3pp |
| Annual return | 27.55% | 21.86%+5.7pp | 26.80%+0.8pp | 318.53%-291.0pp |
| Employer contribution / active EE | $542 | $2,073-73.9% | $2,819-80.8% | $2,565-78.9% |
| Participant deferral / active EE | $2,708 | $3,469-21.9% | $4,398-38.4% | $3,952-31.5% |
| Admin fee / account holder | $1,000 | $6,767-85.2% | $7,407-86.5% | $6,260-84.0% |