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 | $60,219 | $228,332-73.6% | $185,823-67.6% | $158,922-62.1% |
| Participation rate | 88.9% | 82.3%+6.6pp | 78.0%+10.9pp | 82.0%+6.9pp |
| Annual return | 11.04% | 40.80%-29.8pp | 35.95%-24.9pp | 302.83%-291.8pp |
| Employer contribution / active EE | $2,337 | $4,967-52.9% | $4,087-42.8% | $4,761-50.9% |
| Participant deferral / active EE | $4,088 | $6,415-36.3% | $5,632-27.4% | $5,982-31.7% |
| Admin fee / account holder | $536 | $11,864-95.5% | $9,500-94.4% | $11,246-95.2% |