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 | $52,899 | $107,334-50.7% | $92,893-43.1% | $152,861-65.4% |
| Participation rate | 86.4% | 79.8%+6.6pp | 76.0%+10.4pp | 82.4%+3.9pp |
| Annual return | 16.35% | 145.58%-129.2pp | 109.41%-93.1pp | 345.32%-329.0pp |
| Employer contribution / active EE | $1,452 | $4,221-65.6% | $3,653-60.3% | $4,762-69.5% |
| Participant deferral / active EE | $3,323 | $4,845-31.4% | $4,236-21.5% | $5,850-43.2% |
| Admin fee / account holder | $3,232 | $7,079-54.3% | $5,794-44.2% | $11,596-72.1% |