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 | $45,203 | $78,705-42.6% | $117,854-61.6% | $70,131-35.5% |
| Participation rate | 98.4% | 73.2%+25.2pp | 79.7%+18.8pp | 69.5%+28.9pp |
| Annual return | 21.78% | 23.30%-1.5pp | 335.08%-313.3pp | 73.14%-51.4pp |
| Employer contribution / active EE | $1,532 | $2,223-31.1% | $3,786-59.5% | $2,342-34.6% |
| Participant deferral / active EE | $1,811 | $3,297-45.1% | $4,482-59.6% | $3,332-45.7% |
| Admin fee / account holder | $1,397 | $5,065-72.4% | $8,020-82.6% | $4,645-69.9% |