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 | $70,295 | $98,240-28.4% | $82,313-14.6% | $147,584-52.4% |
| Participation rate | 84.2% | 79.7%+4.5pp | 76.9%+7.3pp | 82.8%+1.4pp |
| Annual return | 18.10% | 30.85%-12.8pp | 25.88%-7.8pp | 578.55%-560.4pp |
| Employer contribution / active EE | $1,540 | $3,192-51.7% | $2,428-36.6% | $4,876-68.4% |
| Participant deferral / active EE | $3,731 | $4,383-14.9% | $3,706+0.7% | $5,439-31.4% |
| Admin fee / account holder | $631 | $8,563-92.6% | $5,608-88.7% | $10,885-94.2% |