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 | $59,663 | $91,037-34.5% | $71,671-16.8% | $147,584-59.6% |
| Participation rate | 81.8% | 76.1%+5.7pp | 68.7%+13.1pp | 82.8%-1.0pp |
| Annual return | 15.74% | 20.48%-4.7pp | 20.65%-4.9pp | 578.55%-562.8pp |
| Employer contribution / active EE | $585 | $3,327-82.4% | $2,460-76.2% | $4,876-88.0% |
| Participant deferral / active EE | $3,554 | $4,498-21.0% | $3,438+3.4% | $5,439-34.7% |
| Admin fee / account holder | $410 | $8,613-95.2% | $5,558-92.6% | $10,885-96.2% |