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 | $26,207 | $114,381-77.1% | $107,525-75.6% | $142,382-81.6% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 14.35% | 242.71%-228.4pp | 181.32%-167.0pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,268 | $4,015-43.5% | $3,754-39.6% | $4,299-47.3% |
| Participant deferral / active EE | $2,314 | $5,564-58.4% | $5,116-54.8% | $6,507-64.4% |
| Admin fee / account holder | $761 | $9,860-92.3% | $8,919-91.5% | $12,624-94.0% |