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 | $65,017 | $175,202-62.9% | $149,673-56.6% | $139,434-53.4% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 19.84% | 166.71%-146.9pp | 134.42%-114.6pp | 372.94%-353.1pp |
| Employer contribution / active EE | $4,011 | $5,474-26.7% | $4,818-16.7% | $4,751-15.6% |
| Participant deferral / active EE | $8,661 | $6,519+32.9% | $5,680+52.5% | $6,710+29.1% |
| Admin fee / account holder | $3,063 | $16,150-81.0% | $13,210-76.8% | $11,403-73.1% |