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 | $64,720 | $77,899-16.9% | $149,673-56.8% | $75,163-13.9% |
| Participation rate | 88.2% | 65.6%+22.6pp | 78.8%+9.4pp | 67.2%+21.0pp |
| Annual return | 22.66% | 31.72%-9.1pp | 134.42%-111.8pp | 160.62%-138.0pp |
| Employer contribution / active EE | $540 | $3,137-82.8% | $4,818-88.8% | $2,670-79.8% |
| Participant deferral / active EE | $995 | $3,411-70.8% | $5,680-82.5% | $4,125-75.9% |
| Admin fee / account holder | $1,294 | $5,956-78.3% | $13,210-90.2% | $5,651-77.1% |