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 | $59,349 | $54,705+8.5% | $71,209-16.7% | $84,808-30.0% |
| Participation rate | 70.3% | 64.1%+6.2pp | 73.8%-3.5pp | 68.3%+2.0pp |
| Annual return | 17.64% | 35.90%-18.3pp | 282.51%-264.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,209 | $2,158-44.0% | $2,721-55.6% | $2,631-54.0% |
| Participant deferral / active EE | $2,901 | $3,030-4.3% | $4,175-30.5% | $4,212-31.1% |
| Admin fee / account holder | $496 | $4,863-89.8% | $5,349-90.7% | $7,344-93.3% |