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 | $51,518 | $66,402-22.4% | $109,895-53.1% | $85,850-40.0% |
| Participation rate | 77.1% | 63.9%+13.2pp | 74.2%+2.9pp | 69.3%+7.8pp |
| Annual return | 24.50% | 19.59%+4.9pp | 29.45%-5.0pp | 318.53%-294.0pp |
| Employer contribution / active EE | $601 | $1,687-64.4% | $2,842-78.9% | $2,565-76.6% |
| Participant deferral / active EE | $1,664 | $2,842-41.5% | $4,048-58.9% | $3,952-57.9% |
| Admin fee / account holder | $5,725 | $4,557+25.6% | $6,066-5.6% | $6,260-8.5% |