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 | $92,405 | $107,334-13.9% | $92,893-0.5% | $152,861-39.5% |
| Participation rate | 87.0% | 79.8%+7.2pp | 76.0%+11.0pp | 82.4%+4.5pp |
| Annual return | 21.23% | 145.58%-124.3pp | 109.41%-88.2pp | 345.32%-324.1pp |
| Employer contribution / active EE | $757 | $4,221-82.1% | $3,653-79.3% | $4,762-84.1% |
| Participant deferral / active EE | $7,621 | $4,845+57.3% | $4,236+79.9% | $5,850+30.3% |
| Admin fee / account holder | $1,180 | $7,079-83.3% | $5,794-79.6% | $11,596-89.8% |