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 | $52,858 | $109,413-51.7% | $156,263-66.2% | $84,808-37.7% |
| Participation rate | 96.6% | 72.7%+23.9pp | 78.9%+17.6pp | 68.3%+28.2pp |
| Annual return | 20.09% | 20.18%-0.1pp | 59.47%-39.4pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,855 | $2,907-36.2% | $4,333-57.2% | $2,631-29.5% |
| Participant deferral / active EE | $7,003 | $4,590+52.6% | $6,158+13.7% | $4,212+66.3% |
| Admin fee / account holder | $413 | $9,357-95.6% | $14,255-97.1% | $7,344-94.4% |