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 | $54,723 | $86,286-36.6% | $111,297-50.8% | $85,850-36.3% |
| Participation rate | 96.3% | 73.3%+23.0pp | 77.3%+19.0pp | 69.3%+27.0pp |
| Annual return | 16.82% | 19.99%-3.2pp | 54.65%-37.8pp | 318.53%-301.7pp |
| Employer contribution / active EE | $761 | $2,043-62.8% | $2,731-72.1% | $2,565-70.3% |
| Participant deferral / active EE | $6,907 | $3,641+89.7% | $4,487+53.9% | $3,952+74.8% |
| Admin fee / account holder | $9,011 | $8,188+10.0% | $7,964+13.1% | $6,260+43.9% |