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 | $69,615 | $232,540-70.1% | $185,117-62.4% | $147,584-52.8% |
| Participation rate | 90.9% | 82.4%+8.6pp | 77.3%+13.6pp | 82.8%+8.1pp |
| Annual return | 14.61% | 43.03%-28.4pp | 40.50%-25.9pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,634 | $5,195-68.5% | $4,182-60.9% | $4,876-66.5% |
| Participant deferral / active EE | $4,908 | $5,834-15.9% | $5,045-2.7% | $5,439-9.8% |
| Admin fee / account holder | $1,354 | $10,275-86.8% | $8,159-83.4% | $10,885-87.6% |