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 | $71,523 | $85,202-16.1% | $172,739-58.6% | $72,985-2.0% |
| Participation rate | 78.9% | 70.1%+8.8pp | 82.6%-3.8pp | 69.5%+9.4pp |
| Annual return | 19.35% | 27.32%-8.0pp | 802.84%-783.5pp | 81.00%-61.6pp |
| Employer contribution / active EE | $1,491 | $3,324-55.1% | $5,143-71.0% | $2,440-38.9% |
| Participant deferral / active EE | $2,390 | $3,260-26.7% | $5,198-54.0% | $3,607-33.8% |
| Admin fee / account holder | $2,377 | $5,884-59.6% | $13,954-83.0% | $5,124-53.6% |