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 | $129,029 | $91,190+41.5% | $178,490-27.7% | $79,858+61.6% |
| Participation rate | 97.8% | 69.2%+28.6pp | 81.9%+15.9pp | 69.6%+28.1pp |
| Annual return | 17.32% | 24.19%-6.9pp | 151.07%-133.7pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,922 | $3,256-41.0% | $5,011-61.6% | $2,471-22.2% |
| Participant deferral / active EE | $4,013 | $3,236+24.0% | $5,202-22.9% | $3,740+7.3% |
| Admin fee / account holder | $9,115 | $6,751+35.0% | $13,984-34.8% | $5,306+71.8% |