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 | $63,453 | $107,334-40.9% | $92,893-31.7% | $152,861-58.5% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 17.60% | 145.58%-128.0pp | 109.41%-91.8pp | 345.32%-327.7pp |
| Employer contribution / active EE | $1,848 | $4,221-56.2% | $3,653-49.4% | $4,762-61.2% |
| Participant deferral / active EE | $3,677 | $4,845-24.1% | $4,236-13.2% | $5,850-37.1% |
| Admin fee / account holder | $1,510 | $7,079-78.7% | $5,794-73.9% | $11,596-87.0% |