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 | $31,718 | $116,175-72.7% | $93,606-66.1% | $152,861-79.3% |
| Participation rate | 91.7% | 78.0%+13.6pp | 75.8%+15.8pp | 82.4%+9.2pp |
| Annual return | 11.35% | 35.96%-24.6pp | 32.76%-21.4pp | 345.32%-334.0pp |
| Employer contribution / active EE | $550 | $3,218-82.9% | $2,718-79.8% | $4,762-88.4% |
| Participant deferral / active EE | $2,652 | $4,603-42.4% | $4,069-34.8% | $5,850-54.7% |
| Admin fee / account holder | $2,133 | $10,748-80.2% | $7,888-73.0% | $11,596-81.6% |