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 | $51,627 | $103,376-50.1% | $87,100-40.7% | $152,861-66.2% |
| Participation rate | 93.3% | 79.3%+14.0pp | 76.9%+16.5pp | 82.4%+10.9pp |
| Annual return | 24.57% | 28.10%-3.5pp | 28.19%-3.6pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,176 | $3,220-63.5% | $2,521-53.3% | $4,762-75.3% |
| Participant deferral / active EE | $1,724 | $4,778-63.9% | $4,049-57.4% | $5,850-70.5% |
| Admin fee / account holder | $398 | $12,205-96.7% | $7,497-94.7% | $11,596-96.6% |