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 | $50,895 | $93,571-45.6% | $135,903-62.6% | $75,163-32.3% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 16.08% | 30.90%-14.8pp | 68.23%-52.2pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,789 | $3,537-49.4% | $4,856-63.2% | $2,670-33.0% |
| Participant deferral / active EE | $3,966 | $6,404-38.1% | $7,758-48.9% | $4,125-3.8% |
| Admin fee / account holder | $745 | $6,975-89.3% | $10,762-93.1% | $5,651-86.8% |