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 | $123,543 | $105,181+17.5% | $159,436-22.5% | $85,850+43.9% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.8%+6.1pp | 69.3%+19.6pp |
| Annual return | 18.55% | 45.07%-26.5pp | 263.57%-245.0pp | 318.53%-300.0pp |
| Employer contribution / active EE | $842 | $3,318-74.6% | $4,829-82.6% | $2,565-67.2% |
| Participant deferral / active EE | $2,838 | $5,945-52.3% | $7,352-61.4% | $3,952-28.2% |
| Admin fee / account holder | $7,077 | $6,933+2.1% | $10,799-34.5% | $6,260+13.1% |