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 | $73,357 | $115,882-36.7% | $100,516-27.0% | $158,922-53.8% |
| Participation rate | 83.3% | 81.6%+1.8pp | 79.4%+3.9pp | 82.0%+1.4pp |
| Annual return | 11.72% | 34.79%-23.1pp | 30.89%-19.2pp | 302.83%-291.1pp |
| Employer contribution / active EE | $555 | $4,103-86.5% | $3,418-83.8% | $4,761-88.3% |
| Participant deferral / active EE | $3,174 | $6,674-52.4% | $6,270-49.4% | $5,982-46.9% |
| Admin fee / account holder | $8,124 | $10,995-26.1% | $8,081+0.5% | $11,246-27.8% |