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 | $67,336 | $104,251-35.4% | $91,001-26.0% | $147,584-54.4% |
| Participation rate | 88.9% | 78.2%+10.6pp | 75.6%+13.3pp | 82.8%+6.1pp |
| Annual return | 14.94% | 27.06%-12.1pp | 4.60%+10.3pp | 578.55%-563.6pp |
| Employer contribution / active EE | $929 | $3,116-70.2% | $2,456-62.2% | $4,876-80.9% |
| Participant deferral / active EE | $3,704 | $4,195-11.7% | $3,547+4.4% | $5,439-31.9% |
| Admin fee / account holder | $2,699 | $8,948-69.8% | $5,417-50.2% | $10,885-75.2% |