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 | $39,869 | $117,381-66.0% | $99,443-59.9% | $152,861-73.9% |
| Participation rate | 93.8% | 77.5%+16.2pp | 73.8%+19.9pp | 82.4%+11.3pp |
| Annual return | 23.40% | 31.87%-8.5pp | 30.72%-7.3pp | 345.32%-321.9pp |
| Employer contribution / active EE | $2,378 | $3,013-21.1% | $2,540-6.4% | $4,762-50.1% |
| Participant deferral / active EE | $4,271 | $4,086+4.5% | $3,619+18.0% | $5,850-27.0% |
| Admin fee / account holder | $769 | $7,631-89.9% | $6,250-87.7% | $11,596-93.4% |