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 | $49,705 | $106,584-53.4% | $101,326-50.9% | $142,382-65.1% |
| Participation rate | 90.9% | 82.7%+8.2pp | 81.5%+9.4pp | 80.1%+10.8pp |
| Annual return | 14.26% | 36.93%-22.7pp | 36.82%-22.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $696 | $3,956-82.4% | $3,665-81.0% | $4,299-83.8% |
| Participant deferral / active EE | $6,980 | $8,297-15.9% | $7,994-12.7% | $6,507+7.3% |
| Admin fee / account holder | $429 | $11,446-96.3% | $11,185-96.2% | $12,624-96.6% |