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 | $77,071 | $112,881-31.7% | $90,951-15.3% | $158,922-51.5% |
| Participation rate | 95.8% | 74.7%+21.1pp | 69.0%+26.8pp | 82.0%+13.9pp |
| Annual return | 15.06% | 215.79%-200.7pp | 134.60%-119.5pp | 302.83%-287.8pp |
| Employer contribution / active EE | $442 | $2,893-84.7% | $2,122-79.2% | $4,761-90.7% |
| Participant deferral / active EE | $2,755 | $4,128-33.3% | $3,373-18.3% | $5,982-53.9% |
| Admin fee / account holder | $787 | $8,041-90.2% | $5,959-86.8% | $11,246-93.0% |