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 | $45,785 | $95,416-52.0% | $185,823-75.4% | $85,850-46.7% |
| Participation rate | 77.8% | 68.8%+9.0pp | 81.7%-3.9pp | 69.3%+8.5pp |
| Annual return | 13.67% | 23.59%-9.9pp | 122.05%-108.4pp | 318.53%-304.9pp |
| Employer contribution / active EE | $695 | $3,314-79.0% | $5,167-86.5% | $2,565-72.9% |
| Participant deferral / active EE | $1,718 | $3,423-49.8% | $5,568-69.1% | $3,952-56.5% |
| Admin fee / account holder | $610 | $7,213-91.5% | $16,237-96.2% | $6,260-90.3% |