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 | $62,688 | $154,117-59.3% | $129,995-51.8% | $139,434-55.0% |
| Participation rate | 93.3% | 82.0%+11.4pp | 78.5%+14.8pp | 80.3%+13.0pp |
| Annual return | 22.50% | 32.48%-10.0pp | -137.18%+159.7pp | 372.94%-350.4pp |
| Employer contribution / active EE | $3,090 | $5,289-41.6% | $4,320-28.5% | $4,751-35.0% |
| Participant deferral / active EE | $6,233 | $6,710-7.1% | $5,820+7.1% | $6,710-7.1% |
| Admin fee / account holder | $509 | $14,007-96.4% | $10,614-95.2% | $11,403-95.5% |