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 | $61,198 | $104,664-41.5% | $85,682-28.6% | $167,490-63.5% |
| Participation rate | 88.9% | 76.4%+12.5pp | 69.9%+19.0pp | 82.1%+6.8pp |
| Annual return | 16.58% | 21.45%-4.9pp | 21.49%-4.9pp | 478.56%-462.0pp |
| Employer contribution / active EE | $889 | $3,337-73.4% | $2,618-66.1% | $4,837-81.6% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,923-100.0% | $6,341-100.0% |
| Admin fee / account holder | $465 | $10,032-95.4% | $6,873-93.2% | $12,309-96.2% |