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 | $53,210 | $78,422-32.1% | $95,952-44.5% | $79,858-33.4% |
| Participation rate | 93.1% | 73.5%+19.6pp | 77.1%+16.0pp | 69.6%+23.5pp |
| Annual return | 19.69% | 19.37%+0.3pp | 91.61%-71.9pp | 31.71%-12.0pp |
| Employer contribution / active EE | $1,769 | $1,945-9.0% | $2,541-30.4% | $2,471-28.4% |
| Participant deferral / active EE | $1,822 | $3,440-47.0% | $4,167-56.3% | $3,740-51.3% |
| Admin fee / account holder | $823 | $5,622-85.4% | $6,795-87.9% | $5,306-84.5% |