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 | $53,600 | $91,190-41.2% | $178,490-70.0% | $79,858-32.9% |
| Participation rate | 98.2% | 69.2%+29.0pp | 81.9%+16.3pp | 69.6%+28.5pp |
| Annual return | 19.94% | 24.19%-4.3pp | 151.07%-131.1pp | 31.71%-11.8pp |
| Employer contribution / active EE | $2,773 | $3,256-14.8% | $5,011-44.7% | $2,471+12.2% |
| Participant deferral / active EE | $2,100 | $3,236-35.1% | $5,202-59.6% | $3,740-43.9% |
| Admin fee / account holder | $863 | $6,751-87.2% | $13,984-93.8% | $5,306-83.7% |