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 | $75,547 | $116,175-35.0% | $93,606-19.3% | $152,861-50.6% |
| Participation rate | 90.0% | 78.0%+12.0pp | 75.8%+14.2pp | 82.4%+7.6pp |
| Annual return | 20.48% | 35.96%-15.5pp | 32.76%-12.3pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,927 | $3,218-40.1% | $2,718-29.1% | $4,762-59.5% |
| Participant deferral / active EE | $3,134 | $4,603-31.9% | $4,069-23.0% | $5,850-46.4% |
| Admin fee / account holder | $15,621 | $10,748+45.3% | $7,888+98.0% | $11,596+34.7% |