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 | $64,314 | $228,332-71.8% | $185,823-65.4% | $158,922-59.5% |
| Participation rate | 94.4% | 82.3%+12.1pp | 78.0%+16.4pp | 82.0%+12.5pp |
| Annual return | 16.12% | 40.80%-24.7pp | 35.95%-19.8pp | 302.83%-286.7pp |
| Employer contribution / active EE | $3,174 | $4,967-36.1% | $4,087-22.3% | $4,761-33.3% |
| Participant deferral / active EE | $2,661 | $6,415-58.5% | $5,632-52.8% | $5,982-55.5% |
| Admin fee / account holder | $1,662 | $11,864-86.0% | $9,500-82.5% | $11,246-85.2% |