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 | $53,608 | $217,402-75.3% | $185,823-71.2% | $167,490-68.0% |
| Participation rate | 92.3% | 86.0%+6.3pp | 81.7%+10.6pp | 82.1%+10.2pp |
| Annual return | 13.21% | 148.36%-135.2pp | 122.05%-108.8pp | 478.56%-465.3pp |
| Employer contribution / active EE | $1,787 | $5,873-69.6% | $5,167-65.4% | $4,837-63.1% |
| Participant deferral / active EE | $6,563 | $6,356+3.2% | $5,568+17.9% | $6,341+3.5% |
| Admin fee / account holder | $3,094 | $19,811-84.4% | $16,237-80.9% | $12,309-74.9% |