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 | $62,230 | $81,208-23.4% | $98,907-37.1% | $79,858-22.1% |
| Participation rate | 92.6% | 72.5%+20.1pp | 76.0%+16.6pp | 69.6%+23.0pp |
| Annual return | 18.75% | 60.99%-42.2pp | 196.43%-177.7pp | 31.71%-13.0pp |
| Employer contribution / active EE | $1,016 | $1,960-48.2% | $2,689-62.2% | $2,471-58.9% |
| Participant deferral / active EE | $5,629 | $3,265+72.4% | $4,244+32.6% | $3,740+50.5% |
| Admin fee / account holder | $4,080 | $6,013-32.1% | $6,642-38.6% | $5,306-23.1% |