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 | $83,281 | $118,427-29.7% | $66,042+26.1% | $142,382-41.5% |
| Participation rate | 92.9% | 68.1%+24.7pp | 67.5%+25.4pp | 80.1%+12.7pp |
| Annual return | 15.26% | 35.57%-20.3pp | 52.11%-36.9pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,672 | $2,570-34.9% | $1,579+5.9% | $4,299-61.1% |
| Participant deferral / active EE | $3,670 | $4,311-14.9% | $2,835+29.4% | $6,507-43.6% |
| Admin fee / account holder | $3,953 | $9,593-58.8% | $5,747-31.2% | $12,624-68.7% |