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 | $60,182 | $64,324-6.4% | $118,925-49.4% | $79,858-24.6% |
| Participation rate | 97.1% | 64.9%+32.2pp | 75.4%+21.7pp | 69.6%+27.4pp |
| Annual return | 12.04% | 86.45%-74.4pp | 35.88%-23.8pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,214 | $1,836-33.9% | $3,263-62.8% | $2,471-50.9% |
| Participant deferral / active EE | $2,205 | $2,824-21.9% | $4,265-48.3% | $3,740-41.0% |
| Admin fee / account holder | $4,885 | $4,040+20.9% | $6,581-25.8% | $5,306-7.9% |