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 | $49,556 | $116,175-57.3% | $93,606-47.1% | $152,861-67.6% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | 21.56% | 35.96%-14.4pp | 32.76%-11.2pp | 345.32%-323.8pp |
| Employer contribution / active EE | $976 | $3,218-69.7% | $2,718-64.1% | $4,762-79.5% |
| Participant deferral / active EE | $1,885 | $4,603-59.0% | $4,069-53.7% | $5,850-67.8% |
| Admin fee / account holder | $468 | $10,748-95.6% | $7,888-94.1% | $11,596-96.0% |