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 | $81,325 | $103,376-21.3% | $87,100-6.6% | $152,861-46.8% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 25.43% | 28.10%-2.7pp | 28.19%-2.8pp | 345.32%-319.9pp |
| Employer contribution / active EE | $800 | $3,220-75.2% | $2,521-68.3% | $4,762-83.2% |
| Participant deferral / active EE | $11,185 | $4,778+134.1% | $4,049+176.3% | $5,850+91.2% |
| Admin fee / account holder | $1,524 | $12,205-87.5% | $7,497-79.7% | $11,596-86.9% |