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 | $61,251 | $114,381-46.5% | $107,525-43.0% | $142,382-57.0% |
| Participation rate | 94.4% | 78.1%+16.3pp | 75.1%+19.4pp | 80.1%+14.3pp |
| Annual return | 15.07% | 242.71%-227.6pp | 181.32%-166.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,727 | $4,015-57.0% | $3,754-54.0% | $4,299-59.8% |
| Participant deferral / active EE | $2,743 | $5,564-50.7% | $5,116-46.4% | $6,507-57.8% |
| Admin fee / account holder | $4,107 | $9,860-58.4% | $8,919-54.0% | $12,624-67.5% |