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 | $57,885 | $227,553-74.6% | $189,557-69.5% | $167,490-65.4% |
| Participation rate | 84.6% | 82.5%+2.1pp | 78.4%+6.2pp | 82.1%+2.5pp |
| Annual return | 16.01% | 78.40%-62.4pp | 64.17%-48.2pp | 478.56%-462.5pp |
| Employer contribution / active EE | $3,152 | $5,316-40.7% | $4,412-28.6% | $4,837-34.8% |
| Participant deferral / active EE | $5,274 | $7,002-24.7% | $6,174-14.6% | $6,341-16.8% |
| Admin fee / account holder | $702 | $11,878-94.1% | $9,807-92.8% | $12,309-94.3% |