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 | $46,810 | $124,281-62.3% | $109,143-57.1% | $167,490-72.1% |
| Participation rate | 86.4% | 79.4%+6.9pp | 75.9%+10.5pp | 82.1%+4.3pp |
| Annual return | 12.36% | 26.04%-13.7pp | 25.75%-13.4pp | 478.56%-466.2pp |
| Employer contribution / active EE | $1,417 | $4,207-66.3% | $3,722-61.9% | $4,837-70.7% |
| Participant deferral / active EE | $2,056 | $5,255-60.9% | $4,653-55.8% | $6,341-67.6% |
| Admin fee / account holder | $472 | $7,970-94.1% | $6,752-93.0% | $12,309-96.2% |