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 | $75,257 | $101,069-25.5% | $81,478-7.6% | $147,584-49.0% |
| Participation rate | 71.4% | 74.5%-3.0pp | 68.0%+3.5pp | 82.8%-11.4pp |
| Annual return | 27.51% | 32.40%-4.9pp | 38.78%-11.3pp | 578.55%-551.0pp |
| Employer contribution / active EE | $294 | $3,205-90.8% | $2,568-88.6% | $4,876-94.0% |
| Participant deferral / active EE | $1,582 | $4,242-62.7% | $3,537-55.3% | $5,439-70.9% |
| Admin fee / account holder | $2,647 | $5,812-54.5% | $4,561-42.0% | $10,885-75.7% |