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 | $43,823 | $81,208-46.0% | $98,907-55.7% | $79,858-45.1% |
| Participation rate | 94.3% | 72.5%+21.8pp | 76.0%+18.3pp | 69.6%+24.7pp |
| Annual return | 15.38% | 60.99%-45.6pp | 196.43%-181.1pp | 31.71%-16.3pp |
| Employer contribution / active EE | $893 | $1,960-54.4% | $2,689-66.8% | $2,471-63.9% |
| Participant deferral / active EE | $2,694 | $3,265-17.5% | $4,244-36.5% | $3,740-28.0% |
| Admin fee / account holder | $307 | $6,013-94.9% | $6,642-95.4% | $5,306-94.2% |