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 | $77,085 | $78,422-1.7% | $95,952-19.7% | $79,858-3.5% |
| Participation rate | 87.5% | 73.5%+14.0pp | 77.1%+10.4pp | 69.6%+17.9pp |
| Annual return | 10.34% | 19.37%-9.0pp | 91.61%-81.3pp | 31.71%-21.4pp |
| Employer contribution / active EE | $700 | $1,945-64.0% | $2,541-72.4% | $2,471-71.7% |
| Participant deferral / active EE | $1,840 | $3,440-46.5% | $4,167-55.8% | $3,740-50.8% |
| Admin fee / account holder | $4,183 | $5,622-25.6% | $6,795-38.4% | $5,306-21.2% |