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 | $58,104 | $66,402-12.5% | $109,895-47.1% | $85,850-32.3% |
| Participation rate | 70.9% | 63.9%+7.0pp | 74.2%-3.3pp | 69.3%+1.6pp |
| Annual return | 16.65% | 19.59%-2.9pp | 29.45%-12.8pp | 318.53%-301.9pp |
| Employer contribution / active EE | $819 | $1,687-51.5% | $2,842-71.2% | $2,565-68.1% |
| Participant deferral / active EE | $4,928 | $2,842+73.4% | $4,048+21.7% | $3,952+24.7% |
| Admin fee / account holder | $881 | $4,557-80.7% | $6,066-85.5% | $6,260-85.9% |