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 | $43,111 | $154,117-72.0% | $129,995-66.8% | $139,434-69.1% |
| Participation rate | 94.1% | 82.0%+12.2pp | 78.5%+15.6pp | 80.3%+13.8pp |
| Annual return | 19.72% | 32.48%-12.8pp | -137.18%+156.9pp | 372.94%-353.2pp |
| Employer contribution / active EE | $1,880 | $5,289-64.5% | $4,320-56.5% | $4,751-60.4% |
| Participant deferral / active EE | $5,998 | $6,710-10.6% | $5,820+3.1% | $6,710-10.6% |
| Admin fee / account holder | $2,542 | $14,007-81.9% | $10,614-76.1% | $11,403-77.7% |