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 | $50,223 | $78,422-36.0% | $95,952-47.7% | $79,858-37.1% |
| Participation rate | 93.3% | 73.5%+19.8pp | 77.1%+16.3pp | 69.6%+23.7pp |
| Annual return | 16.01% | 19.37%-3.4pp | 91.61%-75.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $676 | $1,945-65.2% | $2,541-73.4% | $2,471-72.6% |
| Participant deferral / active EE | $4,850 | $3,440+41.0% | $4,167+16.4% | $3,740+29.7% |
| Admin fee / account holder | $3,298 | $5,622-41.3% | $6,795-51.5% | $5,306-37.9% |