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 | $75,802 | $117,983-35.8% | $101,794-25.5% | $142,382-46.8% |
| Participation rate | 84.2% | 74.2%+10.0pp | 69.2%+15.0pp | 80.1%+4.1pp |
| Annual return | 12.61% | 36.92%-24.3pp | 30.53%-17.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $544 | $2,773-80.4% | $2,289-76.2% | $4,299-87.3% |
| Participant deferral / active EE | $5,172 | $4,714+9.7% | $4,084+26.6% | $6,507-20.5% |
| Admin fee / account holder | $7,264 | $10,433-30.4% | $8,777-17.2% | $12,624-42.5% |