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 | $84,488 | $162,781-48.1% | $133,956-36.9% | $158,922-46.8% |
| Participation rate | 92.3% | 83.2%+9.1pp | 79.8%+12.5pp | 82.0%+10.3pp |
| Annual return | 77.99% | 41.94%+36.0pp | 45.09%+32.9pp | 302.83%-224.8pp |
| Employer contribution / active EE | $1,954 | $4,975-60.7% | $3,919-50.1% | $4,761-58.9% |
| Participant deferral / active EE | $13,076 | $5,911+121.2% | $5,048+159.0% | $5,982+118.6% |
| Admin fee / account holder | $9,828 | $11,736-16.3% | $8,927+10.1% | $11,246-12.6% |