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 | $62,467 | $149,734-58.3% | $118,925-47.5% | $158,922-60.7% |
| Participation rate | 93.8% | 82.1%+11.7pp | 75.4%+18.4pp | 82.0%+11.8pp |
| Annual return | 9.00% | 19.95%-10.9pp | 35.88%-26.9pp | 302.83%-293.8pp |
| Employer contribution / active EE | $1,059 | $4,115-74.3% | $3,263-67.5% | $4,761-77.8% |
| Participant deferral / active EE | $2,664 | $5,223-49.0% | $4,265-37.5% | $5,982-55.5% |
| Admin fee / account holder | $431 | $8,603-95.0% | $6,581-93.4% | $11,246-96.2% |