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 | $40,731 | $81,632-50.1% | $70,449-42.2% | $158,922-74.4% |
| Participation rate | 71.4% | 77.7%-6.3pp | 75.1%-3.6pp | 82.0%-10.5pp |
| Annual return | 11.57% | 208.40%-196.8pp | 109.03%-97.5pp | 302.83%-291.3pp |
| Employer contribution / active EE | $705 | $3,217-78.1% | $2,737-74.2% | $4,761-85.2% |
| Participant deferral / active EE | $2,308 | $4,554-49.3% | $3,709-37.8% | $5,982-61.4% |
| Admin fee / account holder | $959 | $6,193-84.5% | $3,845-75.1% | $11,246-91.5% |