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 | $39,438 | $112,881-65.1% | $90,951-56.6% | $158,922-75.2% |
| Participation rate | 84.6% | 74.7%+9.9pp | 69.0%+15.6pp | 82.0%+2.7pp |
| Annual return | 12.04% | 215.79%-203.8pp | 134.60%-122.6pp | 302.83%-290.8pp |
| Employer contribution / active EE | $1,372 | $2,893-52.6% | $2,122-35.4% | $4,761-71.2% |
| Participant deferral / active EE | $2,695 | $4,128-34.7% | $3,373-20.1% | $5,982-55.0% |
| Admin fee / account holder | $433 | $8,041-94.6% | $5,959-92.7% | $11,246-96.1% |