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 | $60,309 | $157,256-61.6% | $141,162-57.3% | $152,861-60.5% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 21.85% | 64.32%-42.5pp | 71.39%-49.5pp | 345.32%-323.5pp |
| Employer contribution / active EE | $2,919 | $5,261-44.5% | $4,735-38.4% | $4,762-38.7% |
| Participant deferral / active EE | $12,229 | $7,109+72.0% | $6,709+82.3% | $5,850+109.0% |
| Admin fee / account holder | $1,700 | $12,120-86.0% | $10,261-83.4% | $11,596-85.3% |