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 | $54,441 | $78,705-30.8% | $117,854-53.8% | $70,131-22.4% |
| Participation rate | 94.2% | 73.2%+21.0pp | 79.7%+14.6pp | 69.5%+24.7pp |
| Annual return | 19.24% | 23.30%-4.1pp | 335.08%-315.8pp | 73.14%-53.9pp |
| Employer contribution / active EE | $1,977 | $2,223-11.1% | $3,786-47.8% | $2,342-15.6% |
| Participant deferral / active EE | $1,589 | $3,297-51.8% | $4,482-64.5% | $3,332-52.3% |
| Admin fee / account holder | $572 | $5,065-88.7% | $8,020-92.9% | $4,645-87.7% |