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 | $51,769 | $116,175-55.4% | $93,606-44.7% | $152,861-66.1% |
| Participation rate | 80.0% | 78.0%+2.0pp | 75.8%+4.2pp | 82.4%-2.4pp |
| Annual return | 21.17% | 35.96%-14.8pp | 32.76%-11.6pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,295 | $3,218-59.8% | $2,718-52.4% | $4,762-72.8% |
| Participant deferral / active EE | $2,626 | $4,603-43.0% | $4,069-35.5% | $5,850-55.1% |
| Admin fee / account holder | $420 | $10,748-96.1% | $7,888-94.7% | $11,596-96.4% |