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 | $37,778 | $105,126-64.1% | $94,646-60.1% | $139,434-72.9% |
| Participation rate | 90.0% | 82.4%+7.6pp | 80.8%+9.2pp | 80.3%+9.7pp |
| Annual return | 18.45% | 38.03%-19.6pp | 156.71%-138.3pp | 372.94%-354.5pp |
| Employer contribution / active EE | $719 | $4,106-82.5% | $3,672-80.4% | $4,751-84.9% |
| Participant deferral / active EE | $8,890 | $7,599+17.0% | $7,418+19.8% | $6,710+32.5% |
| Admin fee / account holder | $762 | $8,984-91.5% | $7,231-89.5% | $11,403-93.3% |