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 | $74,065 | $95,266-22.3% | $82,389-10.1% | $142,382-48.0% |
| Participation rate | 77.3% | 74.5%+2.8pp | 69.5%+7.7pp | 80.1%-2.8pp |
| Annual return | 15.27% | 25.74%-10.5pp | 28.67%-13.4pp | 217.08%-201.8pp |
| Employer contribution / active EE | $607 | $2,991-79.7% | $2,517-75.9% | $4,299-85.9% |
| Participant deferral / active EE | $1,828 | $4,809-62.0% | $4,155-56.0% | $6,507-71.9% |
| Admin fee / account holder | $604 | $8,563-92.9% | $7,231-91.6% | $12,624-95.2% |