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 | $75,809 | $107,934-29.8% | $91,989-17.6% | $152,861-50.4% |
| Participation rate | 81.8% | 81.2%+0.6pp | 78.6%+3.2pp | 82.4%-0.6pp |
| Annual return | 19.73% | 89.24%-69.5pp | 69.02%-49.3pp | 345.32%-325.6pp |
| Employer contribution / active EE | $486 | $4,210-88.5% | $3,452-85.9% | $4,762-89.8% |
| Participant deferral / active EE | $2,507 | $6,364-60.6% | $5,923-57.7% | $5,850-57.2% |
| Admin fee / account holder | $606 | $10,520-94.2% | $7,743-92.2% | $11,596-94.8% |