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 | $78,388 | $89,753-12.7% | $107,525-27.1% | $84,808-7.6% |
| Participation rate | 95.9% | 68.1%+27.9pp | 75.1%+20.8pp | 68.3%+27.6pp |
| Annual return | 16.72% | 29.48%-12.8pp | 181.32%-164.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $5,832 | $3,113+87.3% | $3,754+55.4% | $2,631+121.7% |
| Participant deferral / active EE | $5,614 | $4,056+38.4% | $5,116+9.7% | $4,212+33.3% |
| Admin fee / account holder | $3,193 | $7,222-55.8% | $8,919-64.2% | $7,344-56.5% |