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 | $74,427 | $95,416-22.0% | $185,823-59.9% | $85,850-13.3% |
| Participation rate | 85.0% | 68.8%+16.2pp | 81.7%+3.3pp | 69.3%+15.7pp |
| Annual return | 11.63% | 23.59%-12.0pp | 122.05%-110.4pp | 318.53%-306.9pp |
| Employer contribution / active EE | $1,020 | $3,314-69.2% | $5,167-80.3% | $2,565-60.2% |
| Participant deferral / active EE | $1,660 | $3,423-51.5% | $5,568-70.2% | $3,952-58.0% |
| Admin fee / account holder | $5,255 | $7,213-27.1% | $16,237-67.6% | $6,260-16.0% |