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 | $40,765 | $117,381-65.3% | $99,443-59.0% | $152,861-73.3% |
| Participation rate | 72.7% | 77.5%-4.8pp | 73.8%-1.1pp | 82.4%-9.7pp |
| Annual return | 20.03% | 31.87%-11.8pp | 30.72%-10.7pp | 345.32%-325.3pp |
| Employer contribution / active EE | $557 | $3,013-81.5% | $2,540-78.1% | $4,762-88.3% |
| Participant deferral / active EE | $4,734 | $4,086+15.9% | $3,619+30.8% | $5,850-19.1% |
| Admin fee / account holder | $421 | $7,631-94.5% | $6,250-93.3% | $11,596-96.4% |