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 | $74,592 | $107,934-30.9% | $91,989-18.9% | $152,861-51.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 24.02% | 89.24%-65.2pp | 69.02%-45.0pp | 345.32%-321.3pp |
| Employer contribution / active EE | $590 | $4,210-86.0% | $3,452-82.9% | $4,762-87.6% |
| Participant deferral / active EE | $3,119 | $6,364-51.0% | $5,923-47.3% | $5,850-46.7% |
| Admin fee / account holder | $494 | $10,520-95.3% | $7,743-93.6% | $11,596-95.7% |