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 | $67,042 | $91,552-26.8% | $133,956-50.0% | $79,858-16.0% |
| Participation rate | 84.2% | 73.3%+10.9pp | 79.8%+4.4pp | 69.6%+14.6pp |
| Annual return | 15.25% | 61.85%-46.6pp | 45.09%-29.8pp | 31.71%-16.5pp |
| Employer contribution / active EE | $740 | $2,384-69.0% | $3,919-81.1% | $2,471-70.1% |
| Participant deferral / active EE | $2,959 | $3,733-20.8% | $5,048-41.4% | $3,740-20.9% |
| Admin fee / account holder | $3,160 | $6,321-50.0% | $8,927-64.6% | $5,306-40.4% |