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 | $23,105 | $114,381-79.8% | $107,525-78.5% | $142,382-83.8% |
| Participation rate | 92.9% | 78.1%+14.7pp | 75.1%+17.8pp | 80.1%+12.7pp |
| Annual return | 20.04% | 242.71%-222.7pp | 181.32%-161.3pp | 217.08%-197.0pp |
| Employer contribution / active EE | $3,146 | $4,015-21.6% | $3,754-16.2% | $4,299-26.8% |
| Participant deferral / active EE | $3,965 | $5,564-28.7% | $5,116-22.5% | $6,507-39.1% |
| Admin fee / account holder | $1,661 | $9,860-83.2% | $8,919-81.4% | $12,624-86.8% |