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 | $67,383 | $116,175-42.0% | $93,606-28.0% | $152,861-55.9% |
| Participation rate | 94.4% | 78.0%+16.4pp | 75.8%+18.6pp | 82.4%+12.0pp |
| Annual return | 20.98% | 35.96%-15.0pp | 32.76%-11.8pp | 345.32%-324.3pp |
| Employer contribution / active EE | $2,193 | $3,218-31.9% | $2,718-19.3% | $4,762-54.0% |
| Participant deferral / active EE | $3,761 | $4,603-18.3% | $4,069-7.6% | $5,850-35.7% |
| Admin fee / account holder | $426 | $10,748-96.0% | $7,888-94.6% | $11,596-96.3% |