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 | $83,580 | $89,753-6.9% | $107,525-22.3% | $84,808-1.4% |
| Participation rate | 88.9% | 68.1%+20.8pp | 75.1%+13.8pp | 68.3%+20.6pp |
| Annual return | 14.74% | 29.48%-14.7pp | 181.32%-166.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,060 | $3,113-66.0% | $3,754-71.8% | $2,631-59.7% |
| Participant deferral / active EE | $3,531 | $4,056-12.9% | $5,116-31.0% | $4,212-16.2% |
| Admin fee / account holder | $540 | $7,222-92.5% | $8,919-93.9% | $7,344-92.6% |