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 | $65,571 | $115,882-43.4% | $100,516-34.8% | $158,922-58.7% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 26.20% | 34.79%-8.6pp | 30.89%-4.7pp | 302.83%-276.6pp |
| Employer contribution / active EE | $907 | $4,103-77.9% | $3,418-73.5% | $4,761-80.9% |
| Participant deferral / active EE | $2,582 | $6,674-61.3% | $6,270-58.8% | $5,982-56.8% |
| Admin fee / account holder | $772 | $10,995-93.0% | $8,081-90.4% | $11,246-93.1% |