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 | $61,540 | $132,634-53.6% | $115,768-46.8% | $137,256-55.2% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.4%+11.3pp | 80.0%+5.8pp |
| Annual return | 13.83% | 160.70%-146.9pp | 100.46%-86.6pp | 220.34%-206.5pp |
| Employer contribution / active EE | $832 | $3,360-75.2% | $2,940-71.7% | $4,156-80.0% |
| Participant deferral / active EE | $5,325 | $5,619-5.2% | $4,917+8.3% | $6,407-16.9% |
| Admin fee / account holder | $1,026 | $15,028-93.2% | $12,439-91.8% | $12,270-91.6% |