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 | $74,987 | $83,337-10.0% | $67,834+10.5% | $273,961-72.6% |
| Participation rate | 95.8% | 76.4%+19.4pp | 68.8%+27.0pp | 83.0%+12.8pp |
| Annual return | 5.54% | 259.45%-253.9pp | 138.47%-132.9pp | 41.45%-35.9pp |
| Employer contribution / active EE | $628 | $3,287-80.9% | $2,403-73.9% | $4,869-87.1% |
| Participant deferral / active EE | $3,646 | $4,088-10.8% | $3,160+15.4% | $5,287-31.0% |
| Admin fee / account holder | $580 | $6,752-91.4% | $4,622-87.5% | $10,132-94.3% |