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 | $70,372 | $51,638+36.3% | $68,368+2.9% | $82,448-14.6% |
| Participation rate | 71.9% | 63.6%+8.3pp | 73.8%-1.8pp | 68.1%+3.9pp |
| Annual return | 19.43% | 37.53%-18.1pp | 292.57%-273.1pp | 41.64%-22.2pp |
| Employer contribution / active EE | $916 | $2,047-55.3% | $2,649-65.4% | $2,551-64.1% |
| Participant deferral / active EE | $4,547 | $2,914+56.1% | $4,123+10.3% | $4,139+9.8% |
| Admin fee / account holder | $1,644 | $4,643-64.6% | $5,150-68.1% | $7,234-77.3% |