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 | $37,266 | $86,286-56.8% | $111,297-66.5% | $85,850-56.6% |
| Participation rate | 71.4% | 73.3%-1.9pp | 77.3%-5.9pp | 69.3%+2.1pp |
| Annual return | 12.22% | 19.99%-7.8pp | 54.65%-42.4pp | 318.53%-306.3pp |
| Employer contribution / active EE | $919 | $2,043-55.0% | $2,731-66.3% | $2,565-64.2% |
| Participant deferral / active EE | $2,577 | $3,641-29.2% | $4,487-42.6% | $3,952-34.8% |
| Admin fee / account holder | $1,833 | $8,188-77.6% | $7,964-77.0% | $6,260-70.7% |