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 | $72,513 | $77,634-6.6% | $156,549-53.7% | $62,891+15.3% |
| Participation rate | 82.8% | 71.2%+11.6pp | 84.0%-1.3pp | 69.3%+13.5pp |
| Annual return | 8.87% | 50.32%-41.5pp | 32.23%-23.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,188 | $3,444-65.5% | $5,501-78.4% | $2,281-47.9% |
| Participant deferral / active EE | $2,870 | $3,045-5.8% | $4,871-41.1% | $3,203-10.4% |
| Admin fee / account holder | $481 | $5,561-91.4% | $13,027-96.3% | $4,296-88.8% |