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 | $71,983 | $98,750-27.1% | $149,696-51.9% | $79,858-9.9% |
| Participation rate | 78.6% | 75.8%+2.8pp | 82.5%-3.9pp | 69.6%+8.9pp |
| Annual return | 12.67% | 27.43%-14.8pp | 276.60%-263.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $874 | $3,216-72.8% | $4,644-81.2% | $2,471-64.6% |
| Participant deferral / active EE | $4,404 | $5,680-22.5% | $6,842-35.6% | $3,740+17.8% |
| Admin fee / account holder | $5,683 | $6,053-6.1% | $9,309-39.0% | $5,306+7.1% |