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 | $72,186 | $99,652-27.6% | $78,778-8.4% | $147,584-51.1% |
| Participation rate | 93.8% | 76.2%+17.5pp | 69.2%+24.6pp | 82.8%+10.9pp |
| Annual return | 13.45% | 47.28%-33.8pp | 35.62%-22.2pp | 578.55%-565.1pp |
| Employer contribution / active EE | $1,224 | $2,796-56.2% | $1,986-38.4% | $4,876-74.9% |
| Participant deferral / active EE | $4,003 | $3,664+9.3% | $2,958+35.3% | $5,439-26.4% |
| Admin fee / account holder | $3,200 | $7,155-55.3% | $5,134-37.7% | $10,885-70.6% |