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 | $64,669 | $112,096-42.3% | $95,952-32.6% | $158,922-59.3% |
| Participation rate | 91.7% | 79.0%+12.7pp | 77.1%+14.6pp | 82.0%+9.7pp |
| Annual return | 12.47% | 171.09%-158.6pp | 91.61%-79.1pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,886 | $3,198-41.0% | $2,541-25.8% | $4,761-60.4% |
| Participant deferral / active EE | $5,290 | $4,784+10.6% | $4,167+26.9% | $5,982-11.6% |
| Admin fee / account holder | $1,919 | $10,130-81.1% | $6,795-71.8% | $11,246-82.9% |