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 | $50,591 | $53,127-4.8% | $86,590-41.6% | $70,131-27.9% |
| Participation rate | 70.3% | 65.3%+5.0pp | 73.5%-3.3pp | 69.5%+0.7pp |
| Annual return | 13.28% | 27.66%-14.4pp | 964.84%-951.6pp | 73.14%-59.9pp |
| Employer contribution / active EE | $518 | $2,068-74.9% | $2,839-81.7% | $2,342-77.9% |
| Participant deferral / active EE | $2,115 | $2,696-21.5% | $3,609-41.4% | $3,332-36.5% |
| Admin fee / account holder | $5,196 | $3,585+44.9% | $4,906+5.9% | $4,645+11.9% |