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 | $49,065 | $149,679-67.2% | $117,039-58.1% | $147,584-66.8% |
| Participation rate | 95.7% | 83.5%+12.2pp | 77.2%+18.5pp | 82.8%+12.8pp |
| Annual return | 9.84% | 19.31%-9.5pp | 18.95%-9.1pp | 578.55%-568.7pp |
| Employer contribution / active EE | $3,704 | $4,937-25.0% | $3,785-2.1% | $4,876-24.0% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,860 | $7,856-63.6% | $5,974-52.1% | $10,885-73.7% |