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 | $65,528 | $103,376-36.6% | $87,100-24.8% | $152,861-57.1% |
| Participation rate | 91.3% | 79.3%+12.0pp | 76.9%+14.4pp | 82.4%+8.9pp |
| Annual return | 18.35% | 28.10%-9.7pp | 28.19%-9.8pp | 345.32%-327.0pp |
| Employer contribution / active EE | $1,143 | $3,220-64.5% | $2,521-54.7% | $4,762-76.0% |
| Participant deferral / active EE | $8,205 | $4,778+71.7% | $4,049+102.7% | $5,850+40.3% |
| Admin fee / account holder | $704 | $12,205-94.2% | $7,497-90.6% | $11,596-93.9% |