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 | $32,930 | $102,966-68.0% | $90,281-63.5% | $152,861-78.5% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.4%+8.5pp |
| Annual return | 22.86% | 95.16%-72.3pp | 78.10%-55.2pp | 345.32%-322.5pp |
| Employer contribution / active EE | $2,293 | $3,139-27.0% | $2,854-19.7% | $4,762-51.9% |
| Participant deferral / active EE | $5,554 | $4,281+29.7% | $3,885+43.0% | $5,850-5.1% |
| Admin fee / account holder | $3,506 | $6,171-43.2% | $5,351-34.5% | $11,596-69.8% |