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 | $85,752 | $105,181-18.5% | $159,436-46.2% | $85,850-0.1% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.8%+9.5pp | 69.3%+23.0pp |
| Annual return | 13.71% | 45.07%-31.4pp | 263.57%-249.9pp | 318.53%-304.8pp |
| Employer contribution / active EE | $2,319 | $3,318-30.1% | $4,829-52.0% | $2,565-9.6% |
| Participant deferral / active EE | $5,234 | $5,945-12.0% | $7,352-28.8% | $3,952+32.4% |
| Admin fee / account holder | $1,134 | $6,933-83.6% | $10,799-89.5% | $6,260-81.9% |