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 | $57,126 | $99,918-42.8% | $81,382-29.8% | $145,922-60.9% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.5%+18.0pp | 80.3%+7.2pp |
| Annual return | 15.38% | 34.32%-18.9pp | 24.73%-9.4pp | 561.29%-545.9pp |
| Employer contribution / active EE | $456 | $2,978-84.7% | $2,463-81.5% | $4,660-90.2% |
| Participant deferral / active EE | $4,125 | $4,605-10.4% | $3,883+6.2% | $6,688-38.3% |
| Admin fee / account holder | $9,904 | $8,212+20.6% | $5,768+71.7% | $13,397-26.1% |