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 | $80,717-9.2% | $154,803-52.7% | $84,808-13.6% |
| Participation rate | 72.1% | 66.8%+5.3pp | 78.1%-6.0pp | 68.3%+3.8pp |
| Annual return | 18.09% | 37.96%-19.9pp | 58.88%-40.8pp | 40.90%-22.8pp |
| Employer contribution / active EE | $711 | $2,761-74.3% | $4,305-83.5% | $2,631-73.0% |
| Participant deferral / active EE | $2,577 | $3,303-22.0% | $5,540-53.5% | $4,212-38.8% |
| Admin fee / account holder | $441 | $6,746-93.5% | $14,329-96.9% | $7,344-94.0% |