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 | $62,797 | $133,922-53.1% | $116,228-46.0% | $142,382-55.9% |
| Participation rate | 93.8% | 77.9%+15.9pp | 74.6%+19.2pp | 80.1%+13.6pp |
| Annual return | 16.10% | 147.76%-131.7pp | 90.06%-74.0pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,594 | $3,446-53.7% | $2,994-46.8% | $4,299-62.9% |
| Participant deferral / active EE | $3,008 | $5,672-47.0% | $4,953-39.3% | $6,507-53.8% |
| Admin fee / account holder | $1,407 | $14,945-90.6% | $11,989-88.3% | $12,624-88.9% |