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 | $63,130 | $91,037-30.7% | $71,671-11.9% | $147,584-57.2% |
| Participation rate | 84.6% | 76.1%+8.5pp | 68.7%+15.9pp | 82.8%+1.8pp |
| Annual return | 14.99% | 20.48%-5.5pp | 20.65%-5.7pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,116 | $3,327-66.5% | $2,460-54.6% | $4,876-77.1% |
| Participant deferral / active EE | $3,167 | $4,498-29.6% | $3,438-7.9% | $5,439-41.8% |
| Admin fee / account holder | $4,747 | $8,613-44.9% | $5,558-14.6% | $10,885-56.4% |