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 | $71,070 | $116,175-38.8% | $93,606-24.1% | $152,861-53.5% |
| Participation rate | 85.7% | 78.0%+7.7pp | 75.8%+9.9pp | 82.4%+3.3pp |
| Annual return | 26.79% | 35.96%-9.2pp | 32.76%-6.0pp | 345.32%-318.5pp |
| Employer contribution / active EE | $714 | $3,218-77.8% | $2,718-73.7% | $4,762-85.0% |
| Participant deferral / active EE | $12,870 | $4,603+179.6% | $4,069+216.3% | $5,850+120.0% |
| Admin fee / account holder | $300 | $10,748-97.2% | $7,888-96.2% | $11,596-97.4% |