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 | $27,474 | $105,931-74.1% | $81,930-66.5% | $158,922-82.7% |
| Participation rate | 91.7% | 75.6%+16.1pp | 72.0%+19.7pp | 82.0%+9.7pp |
| Annual return | 13.92% | 38.17%-24.3pp | 29.49%-15.6pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,149 | $7,800-85.3% | $4,310-73.3% | $4,761-75.9% |
| Participant deferral / active EE | $5,371 | $13,003-58.7% | $7,107-24.4% | $5,982-10.2% |
| Admin fee / account holder | $985 | $8,489-88.4% | $5,158-80.9% | $11,246-91.2% |