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 | $67,551 | $86,286-21.7% | $111,297-39.3% | $85,850-21.3% |
| Participation rate | 79.6% | 73.3%+6.3pp | 77.3%+2.3pp | 69.3%+10.3pp |
| Annual return | 16.27% | 19.99%-3.7pp | 54.65%-38.4pp | 318.53%-302.3pp |
| Employer contribution / active EE | $749 | $2,043-63.3% | $2,731-72.6% | $2,565-70.8% |
| Participant deferral / active EE | $3,264 | $3,641-10.3% | $4,487-27.3% | $3,952-17.4% |
| Admin fee / account holder | $3,582 | $8,188-56.3% | $7,964-55.0% | $6,260-42.8% |