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 | $56,165 | $158,817-64.6% | $121,196-53.7% | $135,375-58.5% |
| Participation rate | 92.3% | 79.3%+13.0pp | 71.7%+20.6pp | 82.6%+9.7pp |
| Annual return | 13.11% | -0.64%+13.7pp | 16.93%-3.8pp | 519.73%-506.6pp |
| Employer contribution / active EE | $2,141 | $5,665-62.2% | $4,022-46.8% | $4,779-55.2% |
| Participant deferral / active EE | $4,610 | $4,005+15.1% | $3,344+37.9% | $5,609-17.8% |
| Admin fee / account holder | $485 | $6,512-92.6% | $5,019-90.3% | $10,827-95.5% |