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 | $124,373 | $98,750+25.9% | $149,696-16.9% | $79,858+55.7% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.5%-4.7pp | 69.6%+8.1pp |
| Annual return | 19.32% | 27.43%-8.1pp | 276.60%-257.3pp | 31.71%-12.4pp |
| Employer contribution / active EE | $676 | $3,216-79.0% | $4,644-85.4% | $2,471-72.6% |
| Participant deferral / active EE | $4,284 | $5,680-24.6% | $6,842-37.4% | $3,740+14.5% |
| Admin fee / account holder | $702 | $6,053-88.4% | $9,309-92.5% | $5,306-86.8% |