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 | $61,720 | $110,257-44.0% | $96,544-36.1% | $139,434-55.7% |
| Participation rate | 88.2% | 78.1%+10.1pp | 76.0%+12.3pp | 80.3%+7.9pp |
| Annual return | 16.74% | 26.32%-9.6pp | 25.84%-9.1pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,447 | $3,620-60.0% | $2,965-51.2% | $4,751-69.6% |
| Participant deferral / active EE | $5,079 | $5,548-8.5% | $4,851+4.7% | $6,710-24.3% |
| Admin fee / account holder | $811 | $11,591-93.0% | $8,252-90.2% | $11,403-92.9% |