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 | $54,566 | $54,705-0.3% | $71,209-23.4% | $84,808-35.7% |
| Participation rate | 83.8% | 64.1%+19.7pp | 73.8%+10.0pp | 68.3%+15.5pp |
| Annual return | 18.11% | 35.90%-17.8pp | 282.51%-264.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,203 | $2,158-44.2% | $2,721-55.8% | $2,631-54.3% |
| Participant deferral / active EE | $3,810 | $3,030+25.7% | $4,175-8.8% | $4,212-9.5% |
| Admin fee / account holder | $777 | $4,863-84.0% | $5,349-85.5% | $7,344-89.4% |