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 | $68,026 | $165,912-59.0% | $122,332-44.4% | $147,584-53.9% |
| Participation rate | 87.5% | 79.6%+7.9pp | 71.6%+15.9pp | 82.8%+4.7pp |
| Annual return | 20.56% | 34.55%-14.0pp | 30.27%-9.7pp | 578.55%-558.0pp |
| Employer contribution / active EE | $1,540 | $5,754-73.2% | $4,050-62.0% | $4,876-68.4% |
| Participant deferral / active EE | $3,992 | $4,005-0.3% | $3,287+21.4% | $5,439-26.6% |
| Admin fee / account holder | $1,000 | $7,424-86.5% | $5,478-81.7% | $10,885-90.8% |