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 | $79,821 | $105,126-24.1% | $94,646-15.7% | $139,434-42.8% |
| Participation rate | 87.5% | 82.4%+5.1pp | 80.8%+6.7pp | 80.3%+7.2pp |
| Annual return | 16.00% | 38.03%-22.0pp | 156.71%-140.7pp | 372.94%-356.9pp |
| Employer contribution / active EE | $2,647 | $4,106-35.5% | $3,672-27.9% | $4,751-44.3% |
| Participant deferral / active EE | $6,882 | $7,599-9.4% | $7,418-7.2% | $6,710+2.6% |
| Admin fee / account holder | $978 | $8,984-89.1% | $7,231-86.5% | $11,403-91.4% |