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 | $65,306 | $74,927-12.8% | $101,794-35.8% | $84,808-23.0% |
| Participation rate | 86.8% | 61.4%+25.4pp | 69.2%+17.7pp | 68.3%+18.5pp |
| Annual return | 15.95% | 18.70%-2.8pp | 30.53%-14.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $603 | $1,522-60.4% | $2,289-73.7% | $2,631-77.1% |
| Participant deferral / active EE | $3,550 | $3,099+14.5% | $4,084-13.1% | $4,212-15.7% |
| Admin fee / account holder | $3,312 | $6,514-49.2% | $8,777-62.3% | $7,344-54.9% |