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 | $81,569 | $126,574-35.6% | $106,213-23.2% | $145,922-44.1% |
| Participation rate | 91.7% | 77.6%+14.0pp | 75.3%+16.4pp | 80.3%+11.4pp |
| Annual return | 12.15% | 224.79%-212.6pp | 116.14%-104.0pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,922 | $3,730-48.5% | $3,171-39.4% | $4,660-58.7% |
| Participant deferral / active EE | $4,013 | $5,724-29.9% | $5,016-20.0% | $6,688-40.0% |
| Admin fee / account holder | $12,809 | $17,304-26.0% | $11,033+16.1% | $13,397-4.4% |