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 | $76,770 | $102,966-25.4% | $90,281-15.0% | $152,861-49.8% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 15.48% | 95.16%-79.7pp | 78.10%-62.6pp | 345.32%-329.8pp |
| Employer contribution / active EE | $971 | $3,139-69.1% | $2,854-66.0% | $4,762-79.6% |
| Participant deferral / active EE | $1,951 | $4,281-54.4% | $3,885-49.8% | $5,850-66.6% |
| Admin fee / account holder | $874 | $6,171-85.8% | $5,351-83.7% | $11,596-92.5% |