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 | $63,376 | $85,202-25.6% | $172,739-63.3% | $72,985-13.2% |
| Participation rate | 82.7% | 70.1%+12.6pp | 82.6%0pp | 69.5%+13.2pp |
| Annual return | 19.91% | 27.32%-7.4pp | 802.84%-782.9pp | 81.00%-61.1pp |
| Employer contribution / active EE | $996 | $3,324-70.0% | $5,143-80.6% | $2,440-59.2% |
| Participant deferral / active EE | $3,823 | $3,260+17.3% | $5,198-26.4% | $3,607+6.0% |
| Admin fee / account holder | $4,675 | $5,884-20.5% | $13,954-66.5% | $5,124-8.8% |