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 | $52,110 | $61,774-15.6% | $97,226-46.4% | $80,856-35.6% |
| Participation rate | 97.1% | 63.5%+33.6pp | 72.7%+24.5pp | 67.6%+29.5pp |
| Annual return | 13.07% | -557.90%+571.0pp | 75.13%-62.1pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,190 | $1,837-35.2% | $2,729-56.4% | $2,755-56.8% |
| Participant deferral / active EE | $1,832 | $3,029-39.5% | $4,264-57.0% | $4,296-57.4% |
| Admin fee / account holder | $2,909 | $5,166-43.7% | $5,654-48.5% | $6,918-57.9% |