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 | $69,036 | $89,355-22.7% | $141,162-51.1% | $72,985-5.4% |
| Participation rate | 98.2% | 75.1%+23.1pp | 82.5%+15.7pp | 69.5%+28.7pp |
| Annual return | 24.05% | 111.85%-87.8pp | 71.39%-47.3pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,679 | $3,114-46.1% | $4,735-64.5% | $2,440-31.2% |
| Participant deferral / active EE | $5,759 | $5,418+6.3% | $6,709-14.2% | $3,607+59.6% |
| Admin fee / account holder | $482 | $5,958-91.9% | $10,261-95.3% | $5,124-90.6% |