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 | $38,401 | $142,344-73.0% | $119,609-67.9% | $134,475-71.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 22.12% | -12.44%+34.6pp | -14.97%+37.1pp | 417.96%-395.8pp |
| Employer contribution / active EE | $3,403 | $5,222-34.8% | $4,232-19.6% | $4,740-28.2% |
| Participant deferral / active EE | $4,277 | $6,469-33.9% | $5,602-23.7% | $6,400-33.2% |
| Admin fee / account holder | $487 | $13,584-96.4% | $10,323-95.3% | $11,426-95.7% |