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 | $69,596 | $217,402-68.0% | $185,823-62.5% | $167,490-58.4% |
| Participation rate | 81.8% | 86.0%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 18.41% | 148.36%-130.0pp | 122.05%-103.6pp | 478.56%-460.2pp |
| Employer contribution / active EE | $2,211 | $5,873-62.4% | $5,167-57.2% | $4,837-54.3% |
| Participant deferral / active EE | $6,773 | $6,356+6.6% | $5,568+21.6% | $6,341+6.8% |
| Admin fee / account holder | $1,375 | $19,811-93.1% | $16,237-91.5% | $12,309-88.8% |