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 | $43,971 | $104,251-57.8% | $91,001-51.7% | $147,584-70.2% |
| Participation rate | 88.2% | 78.2%+10.0pp | 75.6%+12.6pp | 82.8%+5.4pp |
| Annual return | 12.53% | 27.06%-14.5pp | 4.60%+7.9pp | 578.55%-566.0pp |
| Employer contribution / active EE | $560 | $3,116-82.0% | $2,456-77.2% | $4,876-88.5% |
| Participant deferral / active EE | $2,317 | $4,195-44.8% | $3,547-34.7% | $5,439-57.4% |
| Admin fee / account holder | $443 | $8,948-95.1% | $5,417-91.8% | $10,885-95.9% |