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 | $64,906 | $71,050-8.6% | $93,606-30.7% | $80,856-19.7% |
| Participation rate | 95.9% | 60.4%+35.5pp | 68.7%+27.2pp | 67.6%+28.3pp |
| Annual return | 12.93% | 11.26%+1.7pp | 133.20%-120.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $660 | $1,564-57.8% | $2,420-72.7% | $2,755-76.0% |
| Participant deferral / active EE | $2,780 | $4,034-31.1% | $4,411-37.0% | $4,296-35.3% |
| Admin fee / account holder | $1,923 | $6,945-72.3% | $8,285-76.8% | $6,918-72.2% |