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 | $100,970-50.8% | $96,576-48.5% | $137,256-63.8% |
| Participation rate | 90.9% | 82.6%+8.3pp | 81.4%+9.5pp | 80.0%+10.9pp |
| Annual return | 14.26% | 38.16%-23.9pp | 38.47%-24.2pp | 220.34%-206.1pp |
| Employer contribution / active EE | $696 | $3,809-81.7% | $3,553-80.4% | $4,156-83.2% |
| Participant deferral / active EE | $6,980 | $8,286-15.8% | $7,956-12.3% | $6,407+8.9% |
| Admin fee / account holder | $429 | $11,312-96.2% | $11,381-96.2% | $12,270-96.5% |