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 | $73,091 | $77,899-6.2% | $149,673-51.2% | $75,163-2.8% |
| Participation rate | 97.4% | 65.6%+31.9pp | 78.8%+18.7pp | 67.2%+30.2pp |
| Annual return | 14.26% | 31.72%-17.5pp | 134.42%-120.2pp | 160.62%-146.4pp |
| Employer contribution / active EE | $1,259 | $3,137-59.9% | $4,818-73.9% | $2,670-52.8% |
| Participant deferral / active EE | $7,142 | $3,411+109.4% | $5,680+25.7% | $4,125+73.1% |
| Admin fee / account holder | $14,508 | $5,956+143.6% | $13,210+9.8% | $5,651+156.7% |