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 | $80,858 | $118,919-32.0% | $88,538-8.7% | $152,861-47.1% |
| Participation rate | 83.3% | 73.4%+10.0pp | 68.7%+14.6pp | 82.4%+0.9pp |
| Annual return | 14.72% | 47.92%-33.2pp | 43.64%-28.9pp | 345.32%-330.6pp |
| Employer contribution / active EE | $1,413 | $2,669-47.1% | $2,098-32.7% | $4,762-70.3% |
| Participant deferral / active EE | $3,628 | $3,549+2.2% | $2,914+24.5% | $5,850-38.0% |
| Admin fee / account holder | $875 | $5,876-85.1% | $4,310-79.7% | $11,596-92.5% |