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 | $53,664 | $142,405-62.3% | $115,157-53.4% | $152,861-64.9% |
| Participation rate | 93.8% | 82.4%+11.4pp | 75.9%+17.8pp | 82.4%+11.3pp |
| Annual return | 16.76% | 41.48%-24.7pp | 35.60%-18.8pp | 345.32%-328.6pp |
| Employer contribution / active EE | $2,163 | $4,010-46.0% | $3,179-31.9% | $4,762-54.6% |
| Participant deferral / active EE | $2,138 | $5,164-58.6% | $4,168-48.7% | $5,850-63.4% |
| Admin fee / account holder | $371 | $8,462-95.6% | $7,088-94.8% | $11,596-96.8% |