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 | $71,521 | $112,729-36.6% | $98,716-27.5% | $137,256-47.9% |
| Participation rate | 79.2% | 74.2%+4.9pp | 69.3%+9.9pp | 80.0%-0.8pp |
| Annual return | 12.56% | 38.48%-25.9pp | 31.81%-19.2pp | 220.34%-207.8pp |
| Employer contribution / active EE | $741 | $2,725-72.8% | $2,279-67.5% | $4,156-82.2% |
| Participant deferral / active EE | $4,121 | $4,640-11.2% | $4,048+1.8% | $6,407-35.7% |
| Admin fee / account holder | $5,847 | $10,129-42.3% | $8,703-32.8% | $12,270-52.3% |