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 | $84,043 | $112,096-25.0% | $95,952-12.4% | $158,922-47.1% |
| Participation rate | 91.7% | 79.0%+12.7pp | 77.1%+14.6pp | 82.0%+9.7pp |
| Annual return | 9.17% | 171.09%-161.9pp | 91.61%-82.4pp | 302.83%-293.7pp |
| Employer contribution / active EE | $3,587 | $3,198+12.2% | $2,541+41.2% | $4,761-24.7% |
| Participant deferral / active EE | $5,948 | $4,784+24.3% | $4,167+42.7% | $5,982-0.6% |
| Admin fee / account holder | $2,749 | $10,130-72.9% | $6,795-59.5% | $11,246-75.6% |