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 | $57,156 | $104,974-45.6% | $95,585-40.2% | $142,382-59.9% |
| Participation rate | 87.0% | 75.0%+12.0pp | 72.1%+14.9pp | 80.1%+6.8pp |
| Annual return | 11.59% | 210.33%-198.7pp | 38.56%-27.0pp | 217.08%-205.5pp |
| Employer contribution / active EE | $885 | $2,779-68.2% | $2,527-65.0% | $4,299-79.4% |
| Participant deferral / active EE | $3,016 | $4,352-30.7% | $4,023-25.0% | $6,507-53.7% |
| Admin fee / account holder | $21,206 | $6,386+232.1% | $6,127+246.1% | $12,624+68.0% |