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 | $73,648 | $106,515-30.9% | $96,683-23.8% | $139,434-47.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.58% | 38.43%-23.8pp | 35.69%-21.1pp | 372.94%-358.4pp |
| Employer contribution / active EE | $876 | $4,103-78.6% | $3,737-76.6% | $4,751-81.6% |
| Participant deferral / active EE | $1,403 | $5,454-74.3% | $4,878-71.2% | $6,710-79.1% |
| Admin fee / account holder | $3,586 | $7,877-54.5% | $6,730-46.7% | $11,403-68.6% |