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 | $85,434 | $115,882-26.3% | $100,516-15.0% | $158,922-46.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.17% | 34.79%-21.6pp | 30.89%-17.7pp | 302.83%-289.7pp |
| Employer contribution / active EE | $583 | $4,103-85.8% | $3,418-83.0% | $4,761-87.8% |
| Participant deferral / active EE | $2,876 | $6,674-56.9% | $6,270-54.1% | $5,982-51.9% |
| Admin fee / account holder | $2,296 | $10,995-79.1% | $8,081-71.6% | $11,246-79.6% |