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 | $62,535 | $95,416-34.5% | $185,823-66.3% | $85,850-27.2% |
| Participation rate | 89.7% | 68.8%+20.9pp | 81.7%+8.0pp | 69.3%+20.3pp |
| Annual return | 14.67% | 23.59%-8.9pp | 122.05%-107.4pp | 318.53%-303.9pp |
| Employer contribution / active EE | $2,722 | $3,314-17.8% | $5,167-47.3% | $2,565+6.1% |
| Participant deferral / active EE | $5,610 | $3,423+63.9% | $5,568+0.8% | $3,952+42.0% |
| Admin fee / account holder | $1,080 | $7,213-85.0% | $16,237-93.4% | $6,260-82.8% |