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 | $105,223 | $95,416+10.3% | $185,823-43.4% | $85,850+22.6% |
| Participation rate | 96.7% | 68.8%+27.9pp | 81.7%+15.0pp | 69.3%+27.4pp |
| Annual return | 16.24% | 23.59%-7.3pp | 122.05%-105.8pp | 318.53%-302.3pp |
| Employer contribution / active EE | $2,032 | $3,314-38.7% | $5,167-60.7% | $2,565-20.8% |
| Participant deferral / active EE | $4,372 | $3,423+27.7% | $5,568-21.5% | $3,952+10.6% |
| Admin fee / account holder | $2,919 | $7,213-59.5% | $16,237-82.0% | $6,260-53.4% |