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 | $58,572 | $86,286-32.1% | $111,297-47.4% | $85,850-31.8% |
| Participation rate | 96.6% | 73.3%+23.2pp | 77.3%+19.2pp | 69.3%+27.2pp |
| Annual return | 13.00% | 19.99%-7.0pp | 54.65%-41.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,082 | $2,043-47.0% | $2,731-60.4% | $2,565-57.8% |
| Participant deferral / active EE | $3,573 | $3,641-1.9% | $4,487-20.4% | $3,952-9.6% |
| Admin fee / account holder | $503 | $8,188-93.9% | $7,964-93.7% | $6,260-92.0% |