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 | $72,554 | $112,096-35.3% | $95,952-24.4% | $158,922-54.3% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+9.0pp |
| Annual return | 15.90% | 171.09%-155.2pp | 91.61%-75.7pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,966 | $3,198-38.5% | $2,541-22.6% | $4,761-58.7% |
| Participant deferral / active EE | $5,919 | $4,784+23.7% | $4,167+42.0% | $5,982-1.1% |
| Admin fee / account holder | $2,344 | $10,130-76.9% | $6,795-65.5% | $11,246-79.2% |