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 | $39,644 | $91,552-56.7% | $133,956-70.4% | $79,858-50.4% |
| Participation rate | 90.7% | 73.3%+17.3pp | 79.8%+10.8pp | 69.6%+21.0pp |
| Annual return | 13.14% | 61.85%-48.7pp | 45.09%-32.0pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,662 | $2,384-30.3% | $3,919-57.6% | $2,471-32.7% |
| Participant deferral / active EE | $1,813 | $3,733-51.4% | $5,048-64.1% | $3,740-51.5% |
| Admin fee / account holder | $897 | $6,321-85.8% | $8,927-90.0% | $5,306-83.1% |