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 | $51,982 | $124,319-58.2% | $111,297-53.3% | $167,490-69.0% |
| Participation rate | 95.5% | 79.6%+15.8pp | 77.3%+18.1pp | 82.1%+13.3pp |
| Annual return | 17.82% | 37.44%-19.6pp | 54.65%-36.8pp | 478.56%-460.7pp |
| Employer contribution / active EE | $930 | $3,435-72.9% | $2,731-65.9% | $4,837-80.8% |
| Participant deferral / active EE | $4,238 | $5,180-18.2% | $4,487-5.5% | $6,341-33.2% |
| Admin fee / account holder | $1,246 | $10,618-88.3% | $7,964-84.4% | $12,309-89.9% |