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 | $65,373 | $80,673-19.0% | $101,326-35.5% | $84,808-22.9% |
| Participation rate | 95.9% | 77.8%+18.1pp | 81.5%+14.4pp | 68.3%+27.6pp |
| Annual return | 29.95% | 38.95%-9.0pp | 36.82%-6.9pp | 40.90%-10.9pp |
| Employer contribution / active EE | $471 | $2,698-82.5% | $3,665-87.1% | $2,631-82.1% |
| Participant deferral / active EE | $9,457 | $6,840+38.2% | $7,994+18.3% | $4,212+124.5% |
| Admin fee / account holder | $1,160 | $12,784-90.9% | $11,185-89.6% | $7,344-84.2% |