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 | $96,316 | $169,032-43.0% | $129,207-25.5% | $145,922-34.0% |
| Participation rate | 91.7% | 76.4%+15.2pp | 69.6%+22.1pp | 80.3%+11.4pp |
| Annual return | 12.89% | 14330.11%-14317.2pp | 9417.33%-9404.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,667 | $5,537-69.9% | $4,153-59.9% | $4,660-64.2% |
| Participant deferral / active EE | $2,607 | $4,987-47.7% | $4,168-37.4% | $6,688-61.0% |
| Admin fee / account holder | $1,114 | $9,954-88.8% | $7,715-85.6% | $13,397-91.7% |