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 | $82,313 | $123,793-33.5% | $177,821-53.7% | $79,858+3.1% |
| Participation rate | 82.2% | 84.7%-2.4pp | 87.7%-5.5pp | 69.6%+12.6pp |
| Annual return | 11.87% | 22.82%-11.0pp | 48.32%-36.5pp | 31.71%-19.8pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,293 | $5,956-27.9% | $7,714-44.3% | $3,740+14.8% |
| Admin fee / account holder | $640 | $7,243-91.2% | $12,427-94.9% | $5,306-87.9% |