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 | $77,233 | $98,240-21.4% | $82,313-6.2% | $147,584-47.7% |
| Participation rate | 71.4% | 79.7%-8.3pp | 76.9%-5.5pp | 82.8%-11.4pp |
| Annual return | 20.51% | 30.85%-10.3pp | 25.88%-5.4pp | 578.55%-558.0pp |
| Employer contribution / active EE | $846 | $3,192-73.5% | $2,428-65.1% | $4,876-82.6% |
| Participant deferral / active EE | $2,853 | $4,383-34.9% | $3,706-23.0% | $5,439-47.5% |
| Admin fee / account holder | $1,110 | $8,563-87.0% | $5,608-80.2% | $10,885-89.8% |