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 | $68,800 | $99,652-31.0% | $78,778-12.7% | $147,584-53.4% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.2%+16.5pp | 82.8%+2.9pp |
| Annual return | 14.76% | 47.28%-32.5pp | 35.62%-20.9pp | 578.55%-563.8pp |
| Employer contribution / active EE | $1,387 | $2,796-50.4% | $1,986-30.1% | $4,876-71.6% |
| Participant deferral / active EE | $1,911 | $3,664-47.8% | $2,958-35.4% | $5,439-64.9% |
| Admin fee / account holder | $309 | $7,155-95.7% | $5,134-94.0% | $10,885-97.2% |