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 | $53,747 | $58,828-8.6% | $77,999-31.1% | $62,891-14.5% |
| Participation rate | 72.3% | 71.1%+1.3pp | 75.5%-3.2pp | 69.3%+3.0pp |
| Annual return | 9.11% | 17.16%-8.1pp | 425.96%-416.9pp | 20.14%-11.0pp |
| Employer contribution / active EE | $923 | $1,672-44.8% | $2,470-62.7% | $2,281-59.6% |
| Participant deferral / active EE | $2,094 | $2,686-22.0% | $3,497-40.1% | $3,203-34.6% |
| Admin fee / account holder | $2,229 | $4,393-49.3% | $5,480-59.3% | $4,296-48.1% |