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 | $71,904 | $91,552-21.5% | $133,956-46.3% | $79,858-10.0% |
| Participation rate | 97.4% | 73.3%+24.0pp | 79.8%+17.5pp | 69.6%+27.7pp |
| Annual return | 12.97% | 61.85%-48.9pp | 45.09%-32.1pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,459 | $2,384-38.8% | $3,919-62.8% | $2,471-41.0% |
| Participant deferral / active EE | $2,918 | $3,733-21.8% | $5,048-42.2% | $3,740-22.0% |
| Admin fee / account holder | $1,065 | $6,321-83.2% | $8,927-88.1% | $5,306-79.9% |