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 | $55,619 | $105,126-47.1% | $94,646-41.2% | $139,434-60.1% |
| Participation rate | 84.6% | 82.4%+2.3pp | 80.8%+3.8pp | 80.3%+4.3pp |
| Annual return | 19.36% | 38.03%-18.7pp | 156.71%-137.3pp | 372.94%-353.6pp |
| Employer contribution / active EE | $2,136 | $4,106-48.0% | $3,672-41.8% | $4,751-55.0% |
| Participant deferral / active EE | $6,228 | $7,599-18.0% | $7,418-16.0% | $6,710-7.2% |
| Admin fee / account holder | $3,299 | $8,984-63.3% | $7,231-54.4% | $11,403-71.1% |