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 | $74,533 | $98,240-24.1% | $82,313-9.5% | $147,584-49.5% |
| Participation rate | 86.4% | 79.7%+6.6pp | 76.9%+9.5pp | 82.8%+3.5pp |
| Annual return | 18.10% | 30.85%-12.8pp | 25.88%-7.8pp | 578.55%-560.5pp |
| Employer contribution / active EE | $2,050 | $3,192-35.8% | $2,428-15.6% | $4,876-58.0% |
| Participant deferral / active EE | $7,032 | $4,383+60.4% | $3,706+89.7% | $5,439+29.3% |
| Admin fee / account holder | $344 | $8,563-96.0% | $5,608-93.9% | $10,885-96.8% |