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 | $28,939 | $112,881-74.4% | $90,951-68.2% | $158,922-81.8% |
| Participation rate | 92.9% | 74.7%+18.1pp | 69.0%+23.8pp | 82.0%+10.9pp |
| Annual return | 17.39% | 215.79%-198.4pp | 134.60%-117.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,529 | $2,893-47.1% | $2,122-27.9% | $4,761-67.9% |
| Participant deferral / active EE | $3,054 | $4,128-26.0% | $3,373-9.5% | $5,982-49.0% |
| Admin fee / account holder | $1,665 | $8,041-79.3% | $5,959-72.1% | $11,246-85.2% |