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 | $73,263 | $76,407-4.1% | $150,298-51.3% | $82,448-11.1% |
| Participation rate | 72.1% | 66.4%+5.7pp | 77.8%-5.7pp | 68.1%+4.0pp |
| Annual return | 18.09% | 39.99%-21.9pp | 62.79%-44.7pp | 41.64%-23.5pp |
| Employer contribution / active EE | $711 | $2,614-72.8% | $4,154-82.9% | $2,551-72.1% |
| Participant deferral / active EE | $2,577 | $3,214-19.8% | $5,453-52.7% | $4,139-37.7% |
| Admin fee / account holder | $441 | $6,352-93.1% | $14,116-96.9% | $7,234-93.9% |