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 | $58,893 | $115,708-49.1% | $65,255-9.8% | $139,434-57.8% |
| Participation rate | 92.9% | 67.8%+25.0pp | 65.0%+27.9pp | 80.3%+12.5pp |
| Annual return | 19.14% | 31.19%-12.1pp | 47.35%-28.2pp | 372.94%-353.8pp |
| Employer contribution / active EE | $2,850 | $2,599+9.7% | $1,691+68.5% | $4,751-40.0% |
| Participant deferral / active EE | $9,367 | $4,240+120.9% | $2,831+230.9% | $6,710+39.6% |
| Admin fee / account holder | $1,232 | $6,698-81.6% | $4,112-70.0% | $11,403-89.2% |