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 | $66,708 | $106,515-37.4% | $96,683-31.0% | $139,434-52.2% |
| Participation rate | 95.2% | 77.8%+17.4pp | 74.3%+20.9pp | 80.3%+14.9pp |
| Annual return | 16.16% | 38.43%-22.3pp | 35.69%-19.5pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,816 | $4,103-55.7% | $3,737-51.4% | $4,751-61.8% |
| Participant deferral / active EE | $3,225 | $5,454-40.9% | $4,878-33.9% | $6,710-51.9% |
| Admin fee / account holder | $477 | $7,877-93.9% | $6,730-92.9% | $11,403-95.8% |