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 | $80,563 | $124,319-35.2% | $111,297-27.6% | $167,490-51.9% |
| Participation rate | 84.6% | 79.6%+5.0pp | 77.3%+7.3pp | 82.1%+2.5pp |
| Annual return | 15.80% | 37.44%-21.6pp | 54.65%-38.9pp | 478.56%-462.8pp |
| Employer contribution / active EE | $3,408 | $3,435-0.8% | $2,731+24.8% | $4,837-29.5% |
| Participant deferral / active EE | $12,746 | $5,180+146.0% | $4,487+184.0% | $6,341+101.0% |
| Admin fee / account holder | $907 | $10,618-91.5% | $7,964-88.6% | $12,309-92.6% |