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 | $74,052 | $79,449-6.8% | $189,557-60.9% | $85,850-13.7% |
| Participation rate | 76.7% | 66.0%+10.8pp | 78.4%-1.7pp | 69.3%+7.4pp |
| Annual return | 24.31% | 18.45%+5.9pp | 64.17%-39.9pp | 318.53%-294.2pp |
| Employer contribution / active EE | $1,116 | $2,081-46.4% | $4,412-74.7% | $2,565-56.5% |
| Participant deferral / active EE | $1,769 | $4,051-56.3% | $6,174-71.4% | $3,952-55.2% |
| Admin fee / account holder | $396 | $5,377-92.6% | $9,807-96.0% | $6,260-93.7% |