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 | $59,493 | $85,202-30.2% | $172,739-65.6% | $72,985-18.5% |
| Participation rate | 86.7% | 70.1%+16.6pp | 82.6%+4.0pp | 69.5%+17.2pp |
| Annual return | 23.37% | 27.32%-3.9pp | 802.84%-779.5pp | 81.00%-57.6pp |
| Employer contribution / active EE | $1,511 | $3,324-54.5% | $5,143-70.6% | $2,440-38.1% |
| Participant deferral / active EE | $3,123 | $3,260-4.2% | $5,198-39.9% | $3,607-13.4% |
| Admin fee / account holder | $2,249 | $5,884-61.8% | $13,954-83.9% | $5,124-56.1% |