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 | $45,336 | $117,381-61.4% | $99,443-54.4% | $152,861-70.3% |
| Participation rate | 94.7% | 77.5%+17.2pp | 73.8%+20.9pp | 82.4%+12.3pp |
| Annual return | 22.97% | 31.87%-8.9pp | 30.72%-7.7pp | 345.32%-322.3pp |
| Employer contribution / active EE | $2,444 | $3,013-18.9% | $2,540-3.8% | $4,762-48.7% |
| Participant deferral / active EE | $3,035 | $4,086-25.7% | $3,619-16.1% | $5,850-48.1% |
| Admin fee / account holder | $822 | $7,631-89.2% | $6,250-86.9% | $11,596-92.9% |