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 | $45,854 | $126,574-63.8% | $106,213-56.8% | $145,922-68.6% |
| Participation rate | 95.7% | 77.6%+18.0pp | 75.3%+20.4pp | 80.3%+15.4pp |
| Annual return | 13.29% | 224.79%-211.5pp | 116.14%-102.9pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,015 | $3,730-72.8% | $3,171-68.0% | $4,660-78.2% |
| Participant deferral / active EE | $2,877 | $5,724-49.7% | $5,016-42.6% | $6,688-57.0% |
| Admin fee / account holder | $1,513 | $17,304-91.3% | $11,033-86.3% | $13,397-88.7% |