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 | $61,376 | $95,416-35.7% | $185,823-67.0% | $85,850-28.5% |
| Participation rate | 82.4% | 68.8%+13.6pp | 81.7%+0.7pp | 69.3%+13.0pp |
| Annual return | 14.15% | 23.59%-9.4pp | 122.05%-107.9pp | 318.53%-304.4pp |
| Employer contribution / active EE | $4,562 | $3,314+37.7% | $5,167-11.7% | $2,565+77.9% |
| Participant deferral / active EE | $8,766 | $3,423+156.1% | $5,568+57.4% | $3,952+121.8% |
| Admin fee / account holder | $7,606 | $7,213+5.4% | $16,237-53.2% | $6,260+21.5% |