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 | $60,619 | $115,770-47.6% | $101,248-40.1% | $158,922-61.9% |
| Participation rate | 82.6% | 79.4%+3.2pp | 75.8%+6.8pp | 82.0%+0.7pp |
| Annual return | 19.65% | 56.14%-36.5pp | 46.47%-26.8pp | 302.83%-283.2pp |
| Employer contribution / active EE | $1,631 | $4,175-60.9% | $3,660-55.4% | $4,761-65.7% |
| Participant deferral / active EE | $2,342 | $4,957-52.8% | $4,370-46.4% | $5,982-60.8% |
| Admin fee / account holder | $577 | $7,245-92.0% | $5,945-90.3% | $11,246-94.9% |