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 | $74,553 | $99,652-25.2% | $78,778-5.4% | $147,584-49.5% |
| Participation rate | 95.8% | 76.2%+19.6pp | 69.2%+26.6pp | 82.8%+13.0pp |
| Annual return | 16.56% | 47.28%-30.7pp | 35.62%-19.1pp | 578.55%-562.0pp |
| Employer contribution / active EE | $661 | $2,796-76.4% | $1,986-66.7% | $4,876-86.5% |
| Participant deferral / active EE | $4,018 | $3,664+9.7% | $2,958+35.8% | $5,439-26.1% |
| Admin fee / account holder | $2,509 | $7,155-64.9% | $5,134-51.1% | $10,885-76.9% |