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 | $74,830 | $98,240-23.8% | $82,313-9.1% | $147,584-49.3% |
| Participation rate | 95.7% | 79.7%+15.9pp | 76.9%+18.8pp | 82.8%+12.8pp |
| Annual return | 21.31% | 30.85%-9.5pp | 25.88%-4.6pp | 578.55%-557.2pp |
| Employer contribution / active EE | $1,004 | $3,192-68.6% | $2,428-58.7% | $4,876-79.4% |
| Participant deferral / active EE | $5,043 | $4,383+15.0% | $3,706+36.1% | $5,439-7.3% |
| Admin fee / account holder | $445 | $8,563-94.8% | $5,608-92.1% | $10,885-95.9% |