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 | $66,249 | $112,096-40.9% | $95,952-31.0% | $158,922-58.3% |
| Participation rate | 91.7% | 79.0%+12.7pp | 77.1%+14.6pp | 82.0%+9.7pp |
| Annual return | 16.31% | 171.09%-154.8pp | 91.61%-75.3pp | 302.83%-286.5pp |
| Employer contribution / active EE | $3,531 | $3,198+10.4% | $2,541+39.0% | $4,761-25.8% |
| Participant deferral / active EE | $10,455 | $4,784+118.6% | $4,167+150.9% | $5,982+74.8% |
| Admin fee / account holder | $1,541 | $10,130-84.8% | $6,795-77.3% | $11,246-86.3% |