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 | $68,215 | $98,240-30.6% | $82,313-17.1% | $147,584-53.8% |
| Participation rate | 91.7% | 79.7%+11.9pp | 76.9%+14.8pp | 82.8%+8.8pp |
| Annual return | 13.60% | 30.85%-17.3pp | 25.88%-12.3pp | 578.55%-564.9pp |
| Employer contribution / active EE | $614 | $3,192-80.8% | $2,428-74.7% | $4,876-87.4% |
| Participant deferral / active EE | $4,790 | $4,383+9.3% | $3,706+29.2% | $5,439-11.9% |
| Admin fee / account holder | $854 | $8,563-90.0% | $5,608-84.8% | $10,885-92.2% |