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 | $75,193 | $87,166-13.7% | $76,735-2.0% | $137,256-45.2% |
| Participation rate | 87.5% | 74.4%+13.1pp | 69.5%+18.0pp | 80.0%+7.5pp |
| Annual return | 12.92% | 26.50%-13.6pp | 29.77%-16.8pp | 220.34%-207.4pp |
| Employer contribution / active EE | $504 | $2,904-82.7% | $2,454-79.5% | $4,156-87.9% |
| Participant deferral / active EE | $3,244 | $4,726-31.4% | $4,088-20.6% | $6,407-49.4% |
| Admin fee / account holder | $11,514 | $8,403+37.0% | $7,189+60.2% | $12,270-6.2% |