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 | $22,649 | $103,376-78.1% | $87,100-74.0% | $152,861-85.2% |
| Participation rate | 89.5% | 79.3%+10.1pp | 76.9%+12.6pp | 82.4%+7.0pp |
| Annual return | 19.11% | 28.10%-9.0pp | 28.19%-9.1pp | 345.32%-326.2pp |
| Employer contribution / active EE | $1,489 | $3,220-53.7% | $2,521-40.9% | $4,762-68.7% |
| Participant deferral / active EE | $3,870 | $4,778-19.0% | $4,049-4.4% | $5,850-33.8% |
| Admin fee / account holder | $594 | $12,205-95.1% | $7,497-92.1% | $11,596-94.9% |