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 | $39,626 | $104,251-62.0% | $91,001-56.5% | $147,584-73.1% |
| Participation rate | 93.3% | 78.2%+15.1pp | 75.6%+17.7pp | 82.8%+10.5pp |
| Annual return | 19.71% | 27.06%-7.3pp | 4.60%+15.1pp | 578.55%-558.8pp |
| Employer contribution / active EE | $968 | $3,116-68.9% | $2,456-60.6% | $4,876-80.2% |
| Participant deferral / active EE | $4,953 | $4,195+18.1% | $3,547+39.6% | $5,439-8.9% |
| Admin fee / account holder | $787 | $8,948-91.2% | $5,417-85.5% | $10,885-92.8% |