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 | $83,215 | $148,534-44.0% | $135,903-38.8% | $139,434-40.3% |
| Participation rate | 89.5% | 83.9%+5.6pp | 81.9%+7.6pp | 80.3%+9.2pp |
| Annual return | 16.09% | 79.19%-63.1pp | 68.23%-52.1pp | 372.94%-356.8pp |
| Employer contribution / active EE | $2,040 | $5,243-61.1% | $4,856-58.0% | $4,751-57.1% |
| Participant deferral / active EE | $8,429 | $8,100+4.1% | $7,758+8.7% | $6,710+25.6% |
| Admin fee / account holder | $2,455 | $12,400-80.2% | $10,762-77.2% | $11,403-78.5% |