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 | $23,810 | $77,899-69.4% | $149,673-84.1% | $75,163-68.3% |
| Participation rate | 97.2% | 65.6%+31.6pp | 78.8%+18.5pp | 67.2%+30.0pp |
| Annual return | 18.69% | 31.72%-13.0pp | 134.42%-115.7pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,097 | $3,137-65.0% | $4,818-77.2% | $2,670-58.9% |
| Participant deferral / active EE | $2,848 | $3,411-16.5% | $5,680-49.9% | $4,125-31.0% |
| Admin fee / account holder | $487 | $5,956-91.8% | $13,210-96.3% | $5,651-91.4% |