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 | $77,772 | $98,240-20.8% | $82,313-5.5% | $147,584-47.3% |
| Participation rate | 85.0% | 79.7%+5.3pp | 76.9%+8.1pp | 82.8%+2.2pp |
| Annual return | 17.95% | 30.85%-12.9pp | 25.88%-7.9pp | 578.55%-560.6pp |
| Employer contribution / active EE | $1,132 | $3,192-64.5% | $2,428-53.4% | $4,876-76.8% |
| Participant deferral / active EE | $4,138 | $4,383-5.6% | $3,706+11.7% | $5,439-23.9% |
| Admin fee / account holder | $587 | $8,563-93.1% | $5,608-89.5% | $10,885-94.6% |