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 | $52,556 | $112,729-53.4% | $98,716-46.8% | $137,256-61.7% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.3%+15.3pp | 80.0%+4.7pp |
| Annual return | 14.56% | 38.48%-23.9pp | 31.81%-17.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $659 | $2,725-75.8% | $2,279-71.1% | $4,156-84.1% |
| Participant deferral / active EE | $2,914 | $4,640-37.2% | $4,048-28.0% | $6,407-54.5% |
| Admin fee / account holder | $345 | $10,129-96.6% | $8,703-96.0% | $12,270-97.2% |