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 | $42,319 | $81,208-47.9% | $98,907-57.2% | $79,858-47.0% |
| Participation rate | 97.0% | 72.5%+24.5pp | 76.0%+20.9pp | 69.6%+27.3pp |
| Annual return | 12.46% | 60.99%-48.5pp | 196.43%-184.0pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,871 | $1,960-4.5% | $2,689-30.4% | $2,471-24.3% |
| Participant deferral / active EE | $3,458 | $3,265+5.9% | $4,244-18.5% | $3,740-7.5% |
| Admin fee / account holder | $965 | $6,013-83.9% | $6,642-85.5% | $5,306-81.8% |