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 | $68,821 | $94,625-27.3% | $116,228-40.8% | $84,808-18.8% |
| Participation rate | 82.1% | 70.4%+11.7pp | 74.6%+7.6pp | 68.3%+13.8pp |
| Annual return | 12.58% | 20.40%-7.8pp | 90.06%-77.5pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,607 | $2,347-31.5% | $2,994-46.3% | $2,631-38.9% |
| Participant deferral / active EE | $2,544 | $3,972-36.0% | $4,953-48.6% | $4,212-39.6% |
| Admin fee / account holder | $937 | $10,091-90.7% | $11,989-92.2% | $7,344-87.2% |