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 | $58,887 | $98,240-40.1% | $82,313-28.5% | $147,584-60.1% |
| Participation rate | 94.4% | 79.7%+14.7pp | 76.9%+17.6pp | 82.8%+11.6pp |
| Annual return | 13.77% | 30.85%-17.1pp | 25.88%-12.1pp | 578.55%-564.8pp |
| Employer contribution / active EE | $1,333 | $3,192-58.2% | $2,428-45.1% | $4,876-72.7% |
| Participant deferral / active EE | $5,776 | $4,383+31.8% | $3,706+55.8% | $5,439+6.2% |
| Admin fee / account holder | $9,847 | $8,563+15.0% | $5,608+75.6% | $10,885-9.5% |