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 | $30,058 | $228,332-86.8% | $185,823-83.8% | $158,922-81.1% |
| Participation rate | 91.7% | 82.3%+9.4pp | 78.0%+13.6pp | 82.0%+9.7pp |
| Annual return | 16.98% | 40.80%-23.8pp | 35.95%-19.0pp | 302.83%-285.8pp |
| Employer contribution / active EE | $2,252 | $4,967-54.7% | $4,087-44.9% | $4,761-52.7% |
| Participant deferral / active EE | $0 | $6,415-100.0% | $5,632-100.0% | $5,982-100.0% |
| Admin fee / account holder | $694 | $11,864-94.1% | $9,500-92.7% | $11,246-93.8% |