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 | $35,589 | $64,839-45.1% | $95,585-62.8% | $84,808-58.0% |
| Participation rate | 94.9% | 63.8%+31.1pp | 72.1%+22.8pp | 68.3%+26.6pp |
| Annual return | 15.96% | -670.96%+686.9pp | 38.56%-22.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,729 | $1,759+55.1% | $2,527+8.0% | $2,631+3.7% |
| Participant deferral / active EE | $4,852 | $2,965+63.7% | $4,023+20.6% | $4,212+15.2% |
| Admin fee / account holder | $3,002 | $5,964-49.7% | $6,127-51.0% | $7,344-59.1% |