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 | $64,266 | $85,202-24.6% | $172,739-62.8% | $72,985-11.9% |
| Participation rate | 80.8% | 70.1%+10.7pp | 82.6%-1.9pp | 69.5%+11.3pp |
| Annual return | 16.92% | 27.32%-10.4pp | 802.84%-785.9pp | 81.00%-64.1pp |
| Employer contribution / active EE | $1,674 | $3,324-49.6% | $5,143-67.4% | $2,440-31.4% |
| Participant deferral / active EE | $2,738 | $3,260-16.0% | $5,198-47.3% | $3,607-24.1% |
| Admin fee / account holder | $9,526 | $5,884+61.9% | $13,954-31.7% | $5,124+85.9% |