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 | $35,714 | $91,552-61.0% | $133,956-73.3% | $79,858-55.3% |
| Participation rate | 96.2% | 73.3%+22.8pp | 79.8%+16.3pp | 69.6%+26.5pp |
| Annual return | 19.46% | 61.85%-42.4pp | 45.09%-25.6pp | 31.71%-12.3pp |
| Employer contribution / active EE | $1,716 | $2,384-28.0% | $3,919-56.2% | $2,471-30.6% |
| Participant deferral / active EE | $3,127 | $3,733-16.2% | $5,048-38.0% | $3,740-16.4% |
| Admin fee / account holder | $898 | $6,321-85.8% | $8,927-89.9% | $5,306-83.1% |