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 | $53,325 | $113,339-53.0% | $94,993-43.9% | $147,584-63.9% |
| Participation rate | 84.6% | 78.0%+6.6pp | 73.9%+10.7pp | 82.8%+1.8pp |
| Annual return | 13.68% | 20.77%-7.1pp | 27.12%-13.4pp | 578.55%-564.9pp |
| Employer contribution / active EE | $1,407 | $3,160-55.5% | $2,603-46.0% | $4,876-71.1% |
| Participant deferral / active EE | $1,677 | $3,777-55.6% | $3,317-49.5% | $5,439-69.2% |
| Admin fee / account holder | $424 | $6,063-93.0% | $4,960-91.4% | $10,885-96.1% |