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 | $27,203 | $64,839-58.0% | $95,585-71.5% | $84,808-67.9% |
| Participation rate | 90.7% | 63.8%+26.9pp | 72.1%+18.6pp | 68.3%+22.4pp |
| Annual return | 19.13% | -670.96%+690.1pp | 38.56%-19.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,552 | $1,759-11.8% | $2,527-38.6% | $2,631-41.0% |
| Participant deferral / active EE | $3,728 | $2,965+25.8% | $4,023-7.3% | $4,212-11.5% |
| Admin fee / account holder | $1,294 | $5,964-78.3% | $6,127-78.9% | $7,344-82.4% |