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 | $60,704 | $87,733-30.8% | $106,548-43.0% | $85,850-29.3% |
| Participation rate | 87.2% | 71.9%+15.2pp | 76.1%+11.0pp | 69.3%+17.9pp |
| Annual return | 18.89% | 21.86%-3.0pp | 26.80%-7.9pp | 318.53%-299.6pp |
| Employer contribution / active EE | $986 | $2,073-52.4% | $2,819-65.0% | $2,565-61.6% |
| Participant deferral / active EE | $1,662 | $3,469-52.1% | $4,398-62.2% | $3,952-57.9% |
| Admin fee / account holder | $771 | $6,767-88.6% | $7,407-89.6% | $6,260-87.7% |