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 | $79,092 | $110,257-28.3% | $96,544-18.1% | $139,434-43.3% |
| Participation rate | 90.0% | 78.1%+11.9pp | 76.0%+14.0pp | 80.3%+9.7pp |
| Annual return | 19.02% | 26.32%-7.3pp | 25.84%-6.8pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,153 | $3,620-68.1% | $2,965-61.1% | $4,751-75.7% |
| Participant deferral / active EE | $5,091 | $5,548-8.2% | $4,851+5.0% | $6,710-24.1% |
| Admin fee / account holder | $1,068 | $11,591-90.8% | $8,252-87.1% | $11,403-90.6% |