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 | $71,419 | $162,781-56.1% | $133,956-46.7% | $158,922-55.1% |
| Participation rate | 95.2% | 83.2%+12.0pp | 79.8%+15.4pp | 82.0%+13.3pp |
| Annual return | 15.38% | 41.94%-26.6pp | 45.09%-29.7pp | 302.83%-287.4pp |
| Employer contribution / active EE | $3,040 | $4,975-38.9% | $3,919-22.4% | $4,761-36.2% |
| Participant deferral / active EE | $6,311 | $5,911+6.8% | $5,048+25.0% | $5,982+5.5% |
| Admin fee / account holder | $528 | $11,736-95.5% | $8,927-94.1% | $11,246-95.3% |