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 | $54,199 | $78,672-31.1% | $109,143-50.3% | $85,850-36.9% |
| Participation rate | 71.0% | 68.3%+2.7pp | 75.9%-4.9pp | 69.3%+1.7pp |
| Annual return | 20.39% | 25.09%-4.7pp | 25.75%-5.4pp | 318.53%-298.1pp |
| Employer contribution / active EE | $824 | $2,735-69.9% | $3,722-77.9% | $2,565-67.9% |
| Participant deferral / active EE | $3,313 | $3,467-4.4% | $4,653-28.8% | $3,952-16.2% |
| Admin fee / account holder | $835 | $5,469-84.7% | $6,752-87.6% | $6,260-86.7% |