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 | $40,767 | $227,553-82.1% | $189,557-78.5% | $167,490-75.7% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.4%+11.6pp | 82.1%+7.9pp |
| Annual return | 10.33% | 78.40%-68.1pp | 64.17%-53.8pp | 478.56%-468.2pp |
| Employer contribution / active EE | $1,209 | $5,316-77.3% | $4,412-72.6% | $4,837-75.0% |
| Participant deferral / active EE | $5,603 | $7,002-20.0% | $6,174-9.2% | $6,341-11.6% |
| Admin fee / account holder | $428 | $11,878-96.4% | $9,807-95.6% | $12,309-96.5% |