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 | $60,662 | $118,450-48.8% | $98,439-38.4% | $139,434-56.5% |
| Participation rate | 90.0% | 77.4%+12.6pp | 75.2%+14.8pp | 80.3%+9.7pp |
| Annual return | 13.11% | 18.94%-5.8pp | 21.16%-8.1pp | 372.94%-359.8pp |
| Employer contribution / active EE | $2,807 | $3,609-22.2% | $3,048-7.9% | $4,751-40.9% |
| Participant deferral / active EE | $6,781 | $5,392+25.8% | $4,738+43.1% | $6,710+1.1% |
| Admin fee / account holder | $4,717 | $14,026-66.4% | $8,948-47.3% | $11,403-58.6% |