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 | $60,808 | $162,781-62.6% | $133,956-54.6% | $158,922-61.7% |
| Participation rate | 93.3% | 83.2%+10.1pp | 79.8%+13.5pp | 82.0%+11.4pp |
| Annual return | 24.89% | 41.94%-17.0pp | 45.09%-20.2pp | 302.83%-277.9pp |
| Employer contribution / active EE | $2,462 | $4,975-50.5% | $3,919-37.2% | $4,761-48.3% |
| Participant deferral / active EE | $3,275 | $5,911-44.6% | $5,048-35.1% | $5,982-45.2% |
| Admin fee / account holder | $505 | $11,736-95.7% | $8,927-94.3% | $11,246-95.5% |