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 | $70,549 | $105,931-33.4% | $81,930-13.9% | $158,922-55.6% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.0%+13.7pp | 82.0%+3.8pp |
| Annual return | 13.35% | 38.17%-24.8pp | 29.49%-16.1pp | 302.83%-289.5pp |
| Employer contribution / active EE | $2,684 | $7,800-65.6% | $4,310-37.7% | $4,761-43.6% |
| Participant deferral / active EE | $5,628 | $13,003-56.7% | $7,107-20.8% | $5,982-5.9% |
| Admin fee / account holder | $3,644 | $8,489-57.1% | $5,158-29.4% | $11,246-67.6% |