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 | $64,119 | $98,240-34.7% | $82,313-22.1% | $147,584-56.6% |
| Participation rate | 92.3% | 79.7%+12.6pp | 76.9%+15.4pp | 82.8%+9.5pp |
| Annual return | 14.07% | 30.85%-16.8pp | 25.88%-11.8pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,732 | $3,192-45.7% | $2,428-28.7% | $4,876-64.5% |
| Participant deferral / active EE | $4,310 | $4,383-1.7% | $3,706+16.3% | $5,439-20.7% |
| Admin fee / account holder | $5,015 | $8,563-41.4% | $5,608-10.6% | $10,885-53.9% |