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 | $69,633 | $81,208-14.3% | $98,907-29.6% | $79,858-12.8% |
| Participation rate | 74.5% | 72.5%+2.0pp | 76.0%-1.5pp | 69.6%+4.9pp |
| Annual return | 19.41% | 60.99%-41.6pp | 196.43%-177.0pp | 31.71%-12.3pp |
| Employer contribution / active EE | $545 | $1,960-72.2% | $2,689-79.7% | $2,471-77.9% |
| Participant deferral / active EE | $3,038 | $3,265-7.0% | $4,244-28.4% | $3,740-18.8% |
| Admin fee / account holder | $6,726 | $6,013+11.9% | $6,642+1.3% | $5,306+26.8% |