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 | $35,403 | $114,381-69.0% | $107,525-67.1% | $142,382-75.1% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.1%+18.3pp | 80.1%+13.2pp |
| Annual return | 14.03% | 242.71%-228.7pp | 181.32%-167.3pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,185 | $4,015-45.6% | $3,754-41.8% | $4,299-49.2% |
| Participant deferral / active EE | $6,525 | $5,564+17.3% | $5,116+27.5% | $6,507+0.3% |
| Admin fee / account holder | $6,064 | $9,860-38.5% | $8,919-32.0% | $12,624-52.0% |