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 | $75,415 | $78,422-3.8% | $95,952-21.4% | $79,858-5.6% |
| Participation rate | 76.5% | 73.5%+3.0pp | 77.1%-0.6pp | 69.6%+6.8pp |
| Annual return | 18.52% | 19.37%-0.9pp | 91.61%-73.1pp | 31.71%-13.2pp |
| Employer contribution / active EE | $529 | $1,945-72.8% | $2,541-79.2% | $2,471-78.6% |
| Participant deferral / active EE | $4,423 | $3,440+28.6% | $4,167+6.1% | $3,740+18.3% |
| Admin fee / account holder | $418 | $5,622-92.6% | $6,795-93.9% | $5,306-92.1% |