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 | $53,354 | $176,812-69.8% | $146,665-63.6% | $167,490-68.1% |
| Participation rate | 92.9% | 83.6%+9.2pp | 80.1%+12.8pp | 82.1%+10.8pp |
| Annual return | 18.53% | 24.03%-5.5pp | 22.74%-4.2pp | 478.56%-460.0pp |
| Employer contribution / active EE | $1,867 | $5,160-63.8% | $4,136-54.9% | $4,837-61.4% |
| Participant deferral / active EE | $3,139 | $6,440-51.3% | $5,506-43.0% | $6,341-50.5% |
| Admin fee / account holder | $3,983 | $13,259-70.0% | $10,280-61.3% | $12,309-67.6% |