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 | $61,653 | $183,519-66.4% | $155,509-60.4% | $145,922-57.7% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 34.18% | 61.17%-27.0pp | 64.67%-30.5pp | 561.29%-527.1pp |
| Employer contribution / active EE | $1,164 | $5,313-78.1% | $4,672-75.1% | $4,660-75.0% |
| Participant deferral / active EE | $4,114 | $6,462-36.3% | $5,626-26.9% | $6,688-38.5% |
| Admin fee / account holder | $2,157 | $19,313-88.8% | $15,912-86.4% | $13,397-83.9% |