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 | $60,729 | $99,985-39.3% | $146,665-58.6% | $85,850-29.3% |
| Participation rate | 76.0% | 73.1%+2.9pp | 80.1%-4.1pp | 69.3%+6.7pp |
| Annual return | 16.25% | 18.93%-2.7pp | 22.74%-6.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,623 | $2,559-36.6% | $4,136-60.8% | $2,565-36.7% |
| Participant deferral / active EE | $3,474 | $4,006-13.3% | $5,506-36.9% | $3,952-12.1% |
| Admin fee / account holder | $641 | $7,702-91.7% | $10,280-93.8% | $6,260-89.8% |