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 | $94,605 | $209,411-54.8% | $178,490-47.0% | $158,922-40.5% |
| Participation rate | 92.9% | 86.3%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 18.79% | 188.75%-170.0pp | 151.07%-132.3pp | 302.83%-284.0pp |
| Employer contribution / active EE | $7,297 | $5,706+27.9% | $5,011+45.6% | $4,761+53.3% |
| Participant deferral / active EE | $3,812 | $5,954-36.0% | $5,202-26.7% | $5,982-36.3% |
| Admin fee / account holder | $7,018 | $17,074-58.9% | $13,984-49.8% | $11,246-37.6% |