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 | $85,834 | $91,552-6.2% | $133,956-35.9% | $79,858+7.5% |
| Participation rate | 80.0% | 73.3%+6.7pp | 79.8%+0.2pp | 69.6%+10.4pp |
| Annual return | 27.21% | 61.85%-34.6pp | 45.09%-17.9pp | 31.71%-4.5pp |
| Employer contribution / active EE | $1,650 | $2,384-30.8% | $3,919-57.9% | $2,471-33.2% |
| Participant deferral / active EE | $2,114 | $3,733-43.4% | $5,048-58.1% | $3,740-43.5% |
| Admin fee / account holder | $10,290 | $6,321+62.8% | $8,927+15.3% | $5,306+93.9% |