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 | $82,994 | $99,918-16.9% | $81,382+2.0% | $145,922-43.1% |
| Participation rate | 72.2% | 74.2%-2.0pp | 69.5%+2.7pp | 80.3%-8.1pp |
| Annual return | 7.98% | 34.32%-26.3pp | 24.73%-16.8pp | 561.29%-553.3pp |
| Employer contribution / active EE | $575 | $2,978-80.7% | $2,463-76.6% | $4,660-87.7% |
| Participant deferral / active EE | $2,589 | $4,605-43.8% | $3,883-33.3% | $6,688-61.3% |
| Admin fee / account holder | $3,363 | $8,212-59.0% | $5,768-41.7% | $13,397-74.9% |