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 | $65,946 | $133,922-50.8% | $116,228-43.3% | $142,382-53.7% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.6%+20.4pp | 80.1%+14.9pp |
| Annual return | 12.25% | 147.76%-135.5pp | 90.06%-77.8pp | 217.08%-204.8pp |
| Employer contribution / active EE | $2,530 | $3,446-26.6% | $2,994-15.5% | $4,299-41.1% |
| Participant deferral / active EE | $5,683 | $5,672+0.2% | $4,953+14.7% | $6,507-12.7% |
| Admin fee / account holder | $2,132 | $14,945-85.7% | $11,989-82.2% | $12,624-83.1% |