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 | $56,974 | $53,127+7.2% | $86,590-34.2% | $70,131-18.8% |
| Participation rate | 97.8% | 65.3%+32.4pp | 73.5%+24.2pp | 69.5%+28.2pp |
| Annual return | 13.57% | 27.66%-14.1pp | 964.84%-951.3pp | 73.14%-59.6pp |
| Employer contribution / active EE | $403 | $2,068-80.5% | $2,839-85.8% | $2,342-82.8% |
| Participant deferral / active EE | $1,101 | $2,696-59.2% | $3,609-69.5% | $3,332-66.9% |
| Admin fee / account holder | $2,374 | $3,585-33.8% | $4,906-51.6% | $4,645-48.9% |