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 | $82,329 | $112,096-26.6% | $95,952-14.2% | $158,922-48.2% |
| Participation rate | 79.2% | 79.0%+0.2pp | 77.1%+2.1pp | 82.0%-2.8pp |
| Annual return | 27.59% | 171.09%-143.5pp | 91.61%-64.0pp | 302.83%-275.2pp |
| Employer contribution / active EE | $651 | $3,198-79.6% | $2,541-74.4% | $4,761-86.3% |
| Participant deferral / active EE | $2,593 | $4,784-45.8% | $4,167-37.8% | $5,982-56.7% |
| Admin fee / account holder | $2,617 | $10,130-74.2% | $6,795-61.5% | $11,246-76.7% |