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 | $83,912 | $107,334-21.8% | $92,893-9.7% | $152,861-45.1% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 20.35% | 145.58%-125.2pp | 109.41%-89.1pp | 345.32%-325.0pp |
| Employer contribution / active EE | $12,874 | $4,221+205.0% | $3,653+252.5% | $4,762+170.3% |
| Participant deferral / active EE | $7,801 | $4,845+61.0% | $4,236+84.2% | $5,850+33.4% |
| Admin fee / account holder | $1,978 | $7,079-72.1% | $5,794-65.9% | $11,596-82.9% |