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 | $36,293 | $105,126-65.5% | $94,646-61.7% | $139,434-74.0% |
| Participation rate | 88.2% | 82.4%+5.9pp | 80.8%+7.4pp | 80.3%+7.9pp |
| Annual return | 17.41% | 38.03%-20.6pp | 156.71%-139.3pp | 372.94%-355.5pp |
| Employer contribution / active EE | $3,258 | $4,106-20.6% | $3,672-11.3% | $4,751-31.4% |
| Participant deferral / active EE | $6,909 | $7,599-9.1% | $7,418-6.9% | $6,710+3.0% |
| Admin fee / account holder | $1,654 | $8,984-81.6% | $7,231-77.1% | $11,403-85.5% |