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 | $60,127 | $106,515-43.6% | $96,683-37.8% | $139,434-56.9% |
| Participation rate | 91.3% | 77.8%+13.5pp | 74.3%+17.0pp | 80.3%+11.0pp |
| Annual return | 15.29% | 38.43%-23.1pp | 35.69%-20.4pp | 372.94%-357.7pp |
| Employer contribution / active EE | $1,755 | $4,103-57.2% | $3,737-53.0% | $4,751-63.1% |
| Participant deferral / active EE | $3,053 | $5,454-44.0% | $4,878-37.4% | $6,710-54.5% |
| Admin fee / account holder | $401 | $7,877-94.9% | $6,730-94.0% | $11,403-96.5% |