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 | $67,632 | $99,985-32.4% | $146,665-53.9% | $85,850-21.2% |
| Participation rate | 76.5% | 73.1%+3.4pp | 80.1%-3.6pp | 69.3%+7.2pp |
| Annual return | 12.91% | 18.93%-6.0pp | 22.74%-9.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $1,146 | $2,559-55.2% | $4,136-72.3% | $2,565-55.3% |
| Participant deferral / active EE | $2,447 | $4,006-38.9% | $5,506-55.6% | $3,952-38.1% |
| Admin fee / account holder | $1,285 | $7,702-83.3% | $10,280-87.5% | $6,260-79.5% |