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 6-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 | $69,507 | $104,974-33.8% | $95,585-27.3% | $142,382-51.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.13% | 210.33%-190.2pp | 38.56%-18.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $663 | $2,779-76.2% | $2,527-73.8% | $4,299-84.6% |
| Participant deferral / active EE | $11,276 | $4,352+159.1% | $4,023+180.3% | $6,507+73.3% |
| Admin fee / account holder | $725 | $6,386-88.7% | $6,127-88.2% | $12,624-94.3% |