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 | $61,222 | $103,376-40.8% | $87,100-29.7% | $152,861-59.9% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 23.58% | 28.10%-4.5pp | 28.19%-4.6pp | 345.32%-321.7pp |
| Employer contribution / active EE | $702 | $3,220-78.2% | $2,521-72.2% | $4,762-85.3% |
| Participant deferral / active EE | $6,648 | $4,778+39.1% | $4,049+64.2% | $5,850+13.6% |
| Admin fee / account holder | $833 | $12,205-93.2% | $7,497-88.9% | $11,596-92.8% |