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 | $62,606 | $64,348-2.7% | $90,160-30.6% | $70,131-10.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 37.68% | 28.13%+9.6pp | 34.88%+2.8pp | 73.14%-35.5pp |
| Employer contribution / active EE | $433 | $2,046-78.8% | $3,318-87.0% | $2,342-81.5% |
| Participant deferral / active EE | $3,977 | $4,389-9.4% | $5,288-24.8% | $3,332+19.4% |
| Admin fee / account holder | $2,134 | $3,944-45.9% | $5,943-64.1% | $4,645-54.1% |