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 | $65,095 | $65,365-0.4% | $92,893-29.9% | $72,985-10.8% |
| Participation rate | 91.7% | 68.3%+23.4pp | 76.0%+15.7pp | 69.5%+22.2pp |
| Annual return | 18.81% | 42.10%-23.3pp | 109.41%-90.6pp | 81.00%-62.2pp |
| Employer contribution / active EE | $832 | $2,594-67.9% | $3,653-77.2% | $2,440-65.9% |
| Participant deferral / active EE | $2,510 | $3,128-19.8% | $4,236-40.7% | $3,607-30.4% |
| Admin fee / account holder | $1,122 | $4,251-73.6% | $5,794-80.6% | $5,124-78.1% |