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 | $78,803 | $88,672-11.1% | $105,223-25.1% | $82,448-4.4% |
| Participation rate | 94.1% | 67.9%+26.2pp | 75.0%+19.1pp | 68.1%+26.0pp |
| Annual return | 13.48% | 30.86%-17.4pp | 180.65%-167.2pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,108 | $3,048-63.6% | $3,689-70.0% | $2,551-56.6% |
| Participant deferral / active EE | $2,868 | $4,036-28.9% | $5,072-43.4% | $4,139-30.7% |
| Admin fee / account holder | $2,798 | $7,146-60.8% | $8,859-68.4% | $7,234-61.3% |