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 | $80,536 | $53,127+51.6% | $86,590-7.0% | $70,131+14.8% |
| Participation rate | 73.1% | 65.3%+7.8pp | 73.5%-0.5pp | 69.5%+3.5pp |
| Annual return | 15.90% | 27.66%-11.8pp | 964.84%-948.9pp | 73.14%-57.2pp |
| Employer contribution / active EE | $340 | $2,068-83.6% | $2,839-88.0% | $2,342-85.5% |
| Participant deferral / active EE | $3,397 | $2,696+26.0% | $3,609-5.9% | $3,332+1.9% |
| Admin fee / account holder | $1,324 | $3,585-63.1% | $4,906-73.0% | $4,645-71.5% |