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 | $54,546 | $91,552-40.4% | $133,956-59.3% | $79,858-31.7% |
| Participation rate | 96.9% | 73.3%+23.5pp | 79.8%+17.0pp | 69.6%+27.2pp |
| Annual return | 17.15% | 61.85%-44.7pp | 45.09%-27.9pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,623 | $2,384-31.9% | $3,919-58.6% | $2,471-34.3% |
| Participant deferral / active EE | $4,468 | $3,733+19.7% | $5,048-11.5% | $3,740+19.5% |
| Admin fee / account holder | $2,236 | $6,321-64.6% | $8,927-75.0% | $5,306-57.9% |