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 | $73,646 | $99,985-26.3% | $146,665-49.8% | $85,850-14.2% |
| Participation rate | 90.0% | 73.1%+16.9pp | 80.1%+9.9pp | 69.3%+20.7pp |
| Annual return | 18.98% | 18.93%0pp | 22.74%-3.8pp | 318.53%-299.6pp |
| Employer contribution / active EE | $4,141 | $2,559+61.9% | $4,136+0.1% | $2,565+61.4% |
| Participant deferral / active EE | $10,020 | $4,006+150.1% | $5,506+82.0% | $3,952+153.6% |
| Admin fee / account holder | $2,424 | $7,702-68.5% | $10,280-76.4% | $6,260-61.3% |