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 | $42,079 | $127,065-66.9% | $113,168-62.8% | $142,382-70.4% |
| Participation rate | 81.8% | 79.2%+2.6pp | 76.6%+5.3pp | 80.1%+1.7pp |
| Annual return | 13.21% | 24.03%-10.8pp | 24.27%-11.1pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,147 | $3,442-66.7% | $2,975-61.5% | $4,299-73.3% |
| Participant deferral / active EE | $3,779 | $5,716-33.9% | $5,107-26.0% | $6,507-41.9% |
| Admin fee / account holder | $494 | $15,736-96.9% | $12,068-95.9% | $12,624-96.1% |