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 | $95,726 | $81,248+17.8% | $155,509-38.4% | $80,856+18.4% |
| Participation rate | 95.2% | 66.2%+29.0pp | 78.2%+17.1pp | 67.6%+27.6pp |
| Annual return | 16.08% | 33.31%-17.2pp | 64.67%-48.6pp | 35.59%-19.5pp |
| Employer contribution / active EE | $476 | $3,100-84.6% | $4,672-89.8% | $2,755-82.7% |
| Participant deferral / active EE | $2,316 | $3,452-32.9% | $5,626-58.8% | $4,296-46.1% |
| Admin fee / account holder | $987 | $7,997-87.7% | $15,912-93.8% | $6,918-85.7% |