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 | $59,619 | $152,587-60.9% | $125,175-52.4% | $152,861-61.0% |
| Participation rate | 94.4% | 83.3%+11.1pp | 79.8%+14.7pp | 82.4%+12.0pp |
| Annual return | 19.51% | 54.84%-35.3pp | 43.79%-24.3pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,492 | $4,946-69.8% | $3,865-61.4% | $4,762-68.7% |
| Participant deferral / active EE | $4,273 | $5,868-27.2% | $4,937-13.4% | $5,850-27.0% |
| Admin fee / account holder | $2,957 | $13,434-78.0% | $9,702-69.5% | $11,596-74.5% |