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 | $40,605 | $106,515-61.9% | $96,683-58.0% | $139,434-70.9% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 20.56% | 38.43%-17.9pp | 35.69%-15.1pp | 372.94%-352.4pp |
| Employer contribution / active EE | $2,118 | $4,103-48.4% | $3,737-43.3% | $4,751-55.4% |
| Participant deferral / active EE | $5,405 | $5,454-0.9% | $4,878+10.8% | $6,710-19.4% |
| Admin fee / account holder | $593 | $7,877-92.5% | $6,730-91.2% | $11,403-94.8% |