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 | $45,770 | $62,327-26.6% | $120,354-62.0% | $74,495-38.6% |
| Participation rate | 95.2% | 56.8%+38.4pp | 71.9%+23.3pp | 67.2%+28.0pp |
| Annual return | 16.66% | 18.61%-1.9pp | 107.15%-90.5pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $6,249 | $1,843+239.0% | $3,463+80.5% | $2,623+138.2% |
| Participant deferral / active EE | $3,133 | $2,893+8.3% | $4,991-37.2% | $4,346-27.9% |
| Admin fee / account holder | $6,714 | $2,396+180.2% | $9,423-28.7% | $1,942+245.8% |