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 | $85,387 | $104,974-18.7% | $95,585-10.7% | $142,382-40.0% |
| Participation rate | 87.0% | 75.0%+12.0pp | 72.1%+14.9pp | 80.1%+6.8pp |
| Annual return | 13.66% | 210.33%-196.7pp | 38.56%-24.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,565 | $2,779-43.7% | $2,527-38.1% | $4,299-63.6% |
| Participant deferral / active EE | $5,453 | $4,352+25.3% | $4,023+35.6% | $6,507-16.2% |
| Admin fee / account holder | $2,906 | $6,386-54.5% | $6,127-52.6% | $12,624-77.0% |