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 | $61,780 | $99,652-38.0% | $78,778-21.6% | $147,584-58.1% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.2%+19.7pp | 82.8%+6.1pp |
| Annual return | 13.25% | 47.28%-34.0pp | 35.62%-22.4pp | 578.55%-565.3pp |
| Employer contribution / active EE | $2,390 | $2,796-14.5% | $1,986+20.4% | $4,876-51.0% |
| Participant deferral / active EE | $5,589 | $3,664+52.6% | $2,958+88.9% | $5,439+2.8% |
| Admin fee / account holder | $4,599 | $7,155-35.7% | $5,134-10.4% | $10,885-57.8% |