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 | $79,077 | $99,985-20.9% | $146,665-46.1% | $85,850-7.9% |
| Participation rate | 72.0% | 73.1%-1.1pp | 80.1%-8.1pp | 69.3%+2.7pp |
| Annual return | 12.42% | 18.93%-6.5pp | 22.74%-10.3pp | 318.53%-306.1pp |
| Employer contribution / active EE | $978 | $2,559-61.8% | $4,136-76.4% | $2,565-61.9% |
| Participant deferral / active EE | $2,639 | $4,006-34.1% | $5,506-52.1% | $3,952-33.2% |
| Admin fee / account holder | $2,902 | $7,702-62.3% | $10,280-71.8% | $6,260-53.6% |