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 | $78,600 | $98,240-20.0% | $82,313-4.5% | $147,584-46.7% |
| Participation rate | 90.0% | 79.7%+10.3pp | 76.9%+13.1pp | 82.8%+7.2pp |
| Annual return | 14.80% | 30.85%-16.1pp | 25.88%-11.1pp | 578.55%-563.7pp |
| Employer contribution / active EE | $817 | $3,192-74.4% | $2,428-66.3% | $4,876-83.2% |
| Participant deferral / active EE | $5,948 | $4,383+35.7% | $3,706+60.5% | $5,439+9.4% |
| Admin fee / account holder | $454 | $8,563-94.7% | $5,608-91.9% | $10,885-95.8% |