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 | $61,354 | $105,859-42.0% | $90,160-31.9% | $147,584-58.4% |
| Participation rate | 84.2% | 79.7%+4.5pp | 76.9%+7.3pp | 82.8%+1.4pp |
| Annual return | 16.56% | 37.63%-21.1pp | 34.88%-18.3pp | 578.55%-562.0pp |
| Employer contribution / active EE | $2,034 | $4,126-50.7% | $3,318-38.7% | $4,876-58.3% |
| Participant deferral / active EE | $3,910 | $5,733-31.8% | $5,288-26.0% | $5,439-28.1% |
| Admin fee / account holder | $334 | $8,046-95.9% | $5,943-94.4% | $10,885-96.9% |