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 | $73,708 | $99,877-26.2% | $84,966-13.3% | $145,922-49.5% |
| Participation rate | 92.3% | 74.1%+18.2pp | 67.5%+24.8pp | 80.3%+12.0pp |
| Annual return | 8.56% | 83.76%-75.2pp | 66.38%-57.8pp | 561.29%-552.7pp |
| Employer contribution / active EE | $7,614 | $3,231+135.6% | $2,727+179.2% | $4,660+63.4% |
| Participant deferral / active EE | $10,968 | $5,291+107.3% | $4,519+142.7% | $6,688+64.0% |
| Admin fee / account holder | $794 | $7,248-89.0% | $6,149-87.1% | $13,397-94.1% |