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 | $40,303 | $105,931-62.0% | $81,930-50.8% | $158,922-74.6% |
| Participation rate | 93.8% | 75.6%+18.1pp | 72.0%+21.8pp | 82.0%+11.8pp |
| Annual return | 10.34% | 38.17%-27.8pp | 29.49%-19.1pp | 302.83%-292.5pp |
| Employer contribution / active EE | $2,544 | $7,800-67.4% | $4,310-41.0% | $4,761-46.6% |
| Participant deferral / active EE | $2,711 | $13,003-79.2% | $7,107-61.9% | $5,982-54.7% |
| Admin fee / account holder | $2,192 | $8,489-74.2% | $5,158-57.5% | $11,246-80.5% |