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 | $52,543 | $148,534-64.6% | $135,903-61.3% | $139,434-62.3% |
| Participation rate | 91.3% | 83.9%+7.5pp | 81.9%+9.4pp | 80.3%+11.0pp |
| Annual return | 18.21% | 79.19%-61.0pp | 68.23%-50.0pp | 372.94%-354.7pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $10,887 | $8,100+34.4% | $7,758+40.3% | $6,710+62.2% |
| Admin fee / account holder | $703 | $12,400-94.3% | $10,762-93.5% | $11,403-93.8% |