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 | $62,206 | $103,376-39.8% | $87,100-28.6% | $152,861-59.3% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 13.35% | 28.10%-14.7pp | 28.19%-14.8pp | 345.32%-332.0pp |
| Employer contribution / active EE | $1,259 | $3,220-60.9% | $2,521-50.1% | $4,762-73.6% |
| Participant deferral / active EE | $1,530 | $4,778-68.0% | $4,049-62.2% | $5,850-73.8% |
| Admin fee / account holder | $3,210 | $12,205-73.7% | $7,497-57.2% | $11,596-72.3% |