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 | $89,338 | $133,958-33.3% | $112,228-20.4% | $134,475-33.6% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | 13.32% | 47.11%-33.8pp | 27.45%-14.1pp | 417.96%-404.6pp |
| Employer contribution / active EE | $921 | $4,038-77.2% | $3,635-74.7% | $4,740-80.6% |
| Participant deferral / active EE | $2,743 | $5,291-48.2% | $4,728-42.0% | $6,400-57.1% |
| Admin fee / account holder | $18,185 | $7,489+142.8% | $6,410+183.7% | $11,426+59.2% |