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 | $35,558 | $81,233-56.2% | $155,567-77.1% | $80,874-56.0% |
| Participation rate | 94.3% | 66.2%+28.1pp | 78.2%+16.1pp | 67.6%+26.6pp |
| Annual return | 13.13% | 33.33%-20.2pp | 64.74%-51.6pp | 35.62%-22.5pp |
| Employer contribution / active EE | $2,239 | $3,101-27.8% | $4,674-52.1% | $2,756-18.8% |
| Participant deferral / active EE | $1,173 | $3,452-66.0% | $5,628-79.2% | $4,297-72.7% |
| Admin fee / account holder | $1,589 | $7,998-80.1% | $15,916-90.0% | $6,935-77.1% |