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 | $62,289 | $95,416-34.7% | $185,823-66.5% | $85,850-27.4% |
| Participation rate | 82.4% | 68.8%+13.6pp | 81.7%+0.7pp | 69.3%+13.0pp |
| Annual return | 22.74% | 23.59%-0.8pp | 122.05%-99.3pp | 318.53%-295.8pp |
| Employer contribution / active EE | $2,803 | $3,314-15.4% | $5,167-45.8% | $2,565+9.3% |
| Participant deferral / active EE | $7,296 | $3,423+113.1% | $5,568+31.0% | $3,952+84.6% |
| Admin fee / account holder | $14,026 | $7,213+94.5% | $16,237-13.6% | $6,260+124.1% |