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 | $64,058 | $100,773-36.4% | $88,946-28.0% | $142,382-55.0% |
| Participation rate | 94.7% | 74.3%+20.5pp | 68.8%+25.9pp | 80.1%+14.6pp |
| Annual return | 14.15% | 70.18%-56.0pp | 57.82%-43.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,908 | $5,230-63.5% | $4,581-58.3% | $6,507-70.7% |
| Admin fee / account holder | $645 | $9,693-93.4% | $8,261-92.2% | $12,624-94.9% |