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 | $53,691 | $81,208-33.9% | $98,907-45.7% | $79,858-32.8% |
| Participation rate | 97.1% | 72.5%+24.6pp | 76.0%+21.1pp | 69.6%+27.5pp |
| Annual return | 24.80% | 60.99%-36.2pp | 196.43%-171.6pp | 31.71%-6.9pp |
| Employer contribution / active EE | $729 | $1,960-62.8% | $2,689-72.9% | $2,471-70.5% |
| Participant deferral / active EE | $5,098 | $3,265+56.2% | $4,244+20.1% | $3,740+36.3% |
| Admin fee / account holder | $5,070 | $6,013-15.7% | $6,642-23.7% | $5,306-4.4% |