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 | $73,701 | $118,450-37.8% | $98,439-25.1% | $139,434-47.1% |
| Participation rate | 95.0% | 77.4%+17.6pp | 75.2%+19.8pp | 80.3%+14.7pp |
| Annual return | 18.18% | 18.94%-0.8pp | 21.16%-3.0pp | 372.94%-354.8pp |
| Employer contribution / active EE | $2,451 | $3,609-32.1% | $3,048-19.6% | $4,751-48.4% |
| Participant deferral / active EE | $3,696 | $5,392-31.5% | $4,738-22.0% | $6,710-44.9% |
| Admin fee / account holder | $764 | $14,026-94.6% | $8,948-91.5% | $11,403-93.3% |