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 | $68,665 | $118,680-42.1% | $98,907-30.6% | $158,922-56.8% |
| Participation rate | 88.9% | 77.8%+11.1pp | 76.0%+12.9pp | 82.0%+6.9pp |
| Annual return | 7.18% | 372.35%-365.2pp | 196.43%-189.3pp | 302.83%-295.6pp |
| Employer contribution / active EE | $653 | $3,333-80.4% | $2,689-75.7% | $4,761-86.3% |
| Participant deferral / active EE | $2,975 | $5,088-41.5% | $4,244-29.9% | $5,982-50.3% |
| Admin fee / account holder | $2,310 | $10,131-77.2% | $6,642-65.2% | $11,246-79.5% |