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 | $58,343 | $105,126-44.5% | $94,646-38.4% | $139,434-58.2% |
| Participation rate | 92.9% | 82.4%+10.5pp | 80.8%+12.0pp | 80.3%+12.5pp |
| Annual return | 14.53% | 38.03%-23.5pp | 156.71%-142.2pp | 372.94%-358.4pp |
| Employer contribution / active EE | $2,213 | $4,106-46.1% | $3,672-39.7% | $4,751-53.4% |
| Participant deferral / active EE | $5,192 | $7,599-31.7% | $7,418-30.0% | $6,710-22.6% |
| Admin fee / account holder | $2,976 | $8,984-66.9% | $7,231-58.8% | $11,403-73.9% |