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 | $93,962 | $118,919-21.0% | $88,538+6.1% | $152,861-38.5% |
| Participation rate | 86.4% | 73.4%+13.0pp | 68.7%+17.6pp | 82.4%+3.9pp |
| Annual return | 13.31% | 47.92%-34.6pp | 43.64%-30.3pp | 345.32%-332.0pp |
| Employer contribution / active EE | $1,926 | $2,669-27.8% | $2,098-8.2% | $4,762-59.6% |
| Participant deferral / active EE | $4,306 | $3,549+21.3% | $2,914+47.8% | $5,850-26.4% |
| Admin fee / account holder | $6,763 | $5,876+15.1% | $4,310+56.9% | $11,596-41.7% |