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 | $93,532 | $85,202+9.8% | $172,739-45.9% | $72,985+28.2% |
| Participation rate | 93.1% | 70.1%+23.0pp | 82.6%+10.5pp | 69.5%+23.6pp |
| Annual return | 16.40% | 27.32%-10.9pp | 802.84%-786.4pp | 81.00%-64.6pp |
| Employer contribution / active EE | $1,991 | $3,324-40.1% | $5,143-61.3% | $2,440-18.4% |
| Participant deferral / active EE | $5,157 | $3,260+58.2% | $5,198-0.8% | $3,607+43.0% |
| Admin fee / account holder | $330 | $5,884-94.4% | $13,954-97.6% | $5,124-93.6% |