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 | $64,050 | $105,181-39.1% | $159,436-59.8% | $85,850-25.4% |
| Participation rate | 87.9% | 75.8%+12.1pp | 82.8%+5.1pp | 69.3%+18.6pp |
| Annual return | 13.98% | 45.07%-31.1pp | 263.57%-249.6pp | 318.53%-304.5pp |
| Employer contribution / active EE | $872 | $3,318-73.7% | $4,829-82.0% | $2,565-66.0% |
| Participant deferral / active EE | $4,742 | $5,945-20.2% | $7,352-35.5% | $3,952+20.0% |
| Admin fee / account holder | $1,923 | $6,933-72.3% | $10,799-82.2% | $6,260-69.3% |