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 | $64,223 | $78,705-18.4% | $117,854-45.5% | $70,131-8.4% |
| Participation rate | 73.9% | 73.2%+0.7pp | 79.7%-5.7pp | 69.5%+4.4pp |
| Annual return | 16.41% | 23.30%-6.9pp | 335.08%-318.7pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,407 | $2,223-36.7% | $3,786-62.8% | $2,342-39.9% |
| Participant deferral / active EE | $2,231 | $3,297-32.3% | $4,482-50.2% | $3,332-33.0% |
| Admin fee / account holder | $4,338 | $5,065-14.4% | $8,020-45.9% | $4,645-6.6% |