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 | $74,273 | $98,240-24.4% | $82,313-9.8% | $147,584-49.7% |
| Participation rate | 89.5% | 79.7%+9.7pp | 76.9%+12.6pp | 82.8%+6.6pp |
| Annual return | 9.07% | 30.85%-21.8pp | 25.88%-16.8pp | 578.55%-569.5pp |
| Employer contribution / active EE | $1,525 | $3,192-52.2% | $2,428-37.2% | $4,876-68.7% |
| Participant deferral / active EE | $2,379 | $4,383-45.7% | $3,706-35.8% | $5,439-56.3% |
| Admin fee / account holder | $1,154 | $8,563-86.5% | $5,608-79.4% | $10,885-89.4% |