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 | $65,011 | $112,881-42.4% | $90,951-28.5% | $158,922-59.1% |
| Participation rate | 91.3% | 74.7%+16.6pp | 69.0%+22.3pp | 82.0%+9.3pp |
| Annual return | 20.38% | 215.79%-195.4pp | 134.60%-114.2pp | 302.83%-282.4pp |
| Employer contribution / active EE | $981 | $2,893-66.1% | $2,122-53.8% | $4,761-79.4% |
| Participant deferral / active EE | $2,955 | $4,128-28.4% | $3,373-12.4% | $5,982-50.6% |
| Admin fee / account holder | $641 | $8,041-92.0% | $5,959-89.2% | $11,246-94.3% |