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 | $57,697 | $87,733-34.2% | $106,548-45.8% | $85,850-32.8% |
| Participation rate | 91.1% | 71.9%+19.1pp | 76.1%+14.9pp | 69.3%+21.8pp |
| Annual return | 19.76% | 21.86%-2.1pp | 26.80%-7.0pp | 318.53%-298.8pp |
| Employer contribution / active EE | $1,708 | $2,073-17.6% | $2,819-39.4% | $2,565-33.4% |
| Participant deferral / active EE | $5,295 | $3,469+52.6% | $4,398+20.4% | $3,952+34.0% |
| Admin fee / account holder | $557 | $6,767-91.8% | $7,407-92.5% | $6,260-91.1% |