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 | $63,774 | $98,240-35.1% | $82,313-22.5% | $147,584-56.8% |
| Participation rate | 88.2% | 79.7%+8.5pp | 76.9%+11.3pp | 82.8%+5.4pp |
| Annual return | 17.58% | 30.85%-13.3pp | 25.88%-8.3pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,176 | $3,192-63.1% | $2,428-51.6% | $4,876-75.9% |
| Participant deferral / active EE | $5,686 | $4,383+29.7% | $3,706+53.4% | $5,439+4.5% |
| Admin fee / account holder | $562 | $8,563-93.4% | $5,608-90.0% | $10,885-94.8% |