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 | $73,184 | $98,240-25.5% | $82,313-11.1% | $147,584-50.4% |
| Participation rate | 90.9% | 79.7%+11.2pp | 76.9%+14.0pp | 82.8%+8.1pp |
| Annual return | 16.73% | 30.85%-14.1pp | 25.88%-9.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $3,677 | $3,192+15.2% | $2,428+51.4% | $4,876-24.6% |
| Participant deferral / active EE | $8,649 | $4,383+97.3% | $3,706+133.4% | $5,439+59.0% |
| Admin fee / account holder | $701 | $8,563-91.8% | $5,608-87.5% | $10,885-93.6% |