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 | $52,295 | $154,117-66.1% | $129,995-59.8% | $139,434-62.5% |
| Participation rate | 94.1% | 82.0%+12.2pp | 78.5%+15.6pp | 80.3%+13.8pp |
| Annual return | 17.89% | 32.48%-14.6pp | -137.18%+155.1pp | 372.94%-355.0pp |
| Employer contribution / active EE | $3,187 | $5,289-39.7% | $4,320-26.2% | $4,751-32.9% |
| Participant deferral / active EE | $3,540 | $6,710-47.2% | $5,820-39.2% | $6,710-47.3% |
| Admin fee / account holder | $2,012 | $14,007-85.6% | $10,614-81.0% | $11,403-82.4% |