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 | $70,530 | $102,966-31.5% | $90,281-21.9% | $152,861-53.9% |
| Participation rate | 89.5% | 75.9%+13.6pp | 73.3%+16.2pp | 82.4%+7.0pp |
| Annual return | 22.63% | 95.16%-72.5pp | 78.10%-55.5pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,545 | $3,139-50.8% | $2,854-45.9% | $4,762-67.5% |
| Participant deferral / active EE | $4,060 | $4,281-5.2% | $3,885+4.5% | $5,850-30.6% |
| Admin fee / account holder | $763 | $6,171-87.6% | $5,351-85.7% | $11,596-93.4% |