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 | $33,158 | $72,071-54.0% | $68,368-51.5% | $137,256-75.8% |
| Participation rate | 82.4% | 76.2%+6.1pp | 73.8%+8.6pp | 80.0%+2.4pp |
| Annual return | 16.37% | 353.14%-336.8pp | 292.57%-276.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $782 | $2,788-72.0% | $2,649-70.5% | $4,156-81.2% |
| Participant deferral / active EE | $4,543 | $4,410+3.0% | $4,123+10.2% | $6,407-29.1% |
| Admin fee / account holder | $443 | $5,336-91.7% | $5,150-91.4% | $12,270-96.4% |