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 | $61,360 | $113,339-45.9% | $94,993-35.4% | $147,584-58.4% |
| Participation rate | 85.7% | 78.0%+7.7pp | 73.9%+11.8pp | 82.8%+2.9pp |
| Annual return | 14.10% | 20.77%-6.7pp | 27.12%-13.0pp | 578.55%-564.4pp |
| Employer contribution / active EE | $2,299 | $3,160-27.2% | $2,603-11.7% | $4,876-52.8% |
| Participant deferral / active EE | $2,573 | $3,777-31.9% | $3,317-22.4% | $5,439-52.7% |
| Admin fee / account holder | $437 | $6,063-92.8% | $4,960-91.2% | $10,885-96.0% |