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 | $76,081 | $228,332-66.7% | $185,823-59.1% | $158,922-52.1% |
| Participation rate | 93.8% | 82.3%+11.5pp | 78.0%+15.7pp | 82.0%+11.8pp |
| Annual return | 17.71% | 40.80%-23.1pp | 35.95%-18.2pp | 302.83%-285.1pp |
| Employer contribution / active EE | $1,451 | $4,967-70.8% | $4,087-64.5% | $4,761-69.5% |
| Participant deferral / active EE | $2,695 | $6,415-58.0% | $5,632-52.1% | $5,982-55.0% |
| Admin fee / account holder | $705 | $11,864-94.1% | $9,500-92.6% | $11,246-93.7% |