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 | $69,887 | $179,726-61.1% | $156,263-55.3% | $142,382-50.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.91% | 77.86%-63.9pp | 59.47%-45.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,316 | $5,069-74.0% | $4,333-69.6% | $4,299-69.4% |
| Participant deferral / active EE | $2,967 | $6,956-57.3% | $6,158-51.8% | $6,507-54.4% |
| Admin fee / account holder | $1,413 | $17,272-91.8% | $14,255-90.1% | $12,624-88.8% |