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 | $71,333 | $232,540-69.3% | $185,117-61.5% | $147,584-51.7% |
| Participation rate | 81.8% | 82.4%-0.5pp | 77.3%+4.6pp | 82.8%-1.0pp |
| Annual return | 13.91% | 43.03%-29.1pp | 40.50%-26.6pp | 578.55%-564.6pp |
| Employer contribution / active EE | $828 | $5,195-84.1% | $4,182-80.2% | $4,876-83.0% |
| Participant deferral / active EE | $3,489 | $5,834-40.2% | $5,045-30.8% | $5,439-35.9% |
| Admin fee / account holder | $787 | $10,275-92.3% | $8,159-90.4% | $10,885-92.8% |