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 | $70,320 | $110,502-36.4% | $80,716-12.9% | $167,490-58.0% |
| Participation rate | 82.4% | 64.0%+18.4pp | 54.2%+28.2pp | 82.1%+0.2pp |
| Annual return | 13.15% | 120.54%-107.4pp | 87.28%-74.1pp | 478.56%-465.4pp |
| Employer contribution / active EE | $1,873 | $1,543+21.4% | $1,160+61.5% | $4,837-61.3% |
| Participant deferral / active EE | $3,700 | $2,871+28.9% | $2,146+72.4% | $6,341-41.7% |
| Admin fee / account holder | $10,427 | $4,545+129.4% | $3,380+208.5% | $12,309-15.3% |