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 | $36,793 | $162,781-77.4% | $133,956-72.5% | $158,922-76.8% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 20.19% | 41.94%-21.7pp | 45.09%-24.9pp | 302.83%-282.6pp |
| Employer contribution / active EE | $927 | $4,975-81.4% | $3,919-76.3% | $4,761-80.5% |
| Participant deferral / active EE | $2,609 | $5,911-55.9% | $5,048-48.3% | $5,982-56.4% |
| Admin fee / account holder | $667 | $11,736-94.3% | $8,927-92.5% | $11,246-94.1% |