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 | $70,886 | $179,726-60.6% | $156,263-54.6% | $142,382-50.2% |
| Participation rate | 86.4% | 82.1%+4.3pp | 78.9%+7.5pp | 80.1%+6.2pp |
| Annual return | 12.37% | 77.86%-65.5pp | 59.47%-47.1pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,413 | $5,069-52.4% | $4,333-44.3% | $4,299-43.9% |
| Participant deferral / active EE | $6,450 | $6,956-7.3% | $6,158+4.7% | $6,507-0.9% |
| Admin fee / account holder | $2,238 | $17,272-87.0% | $14,255-84.3% | $12,624-82.3% |