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 | $79,976 | $111,535-28.3% | $105,223-24.0% | $137,256-41.7% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.0%+20.0pp | 80.0%+15.0pp |
| Annual return | 13.89% | 237.85%-224.0pp | 180.65%-166.8pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,810 | $3,939-28.7% | $3,689-23.8% | $4,156-32.4% |
| Participant deferral / active EE | $5,453 | $5,500-0.9% | $5,072+7.5% | $6,407-14.9% |
| Admin fee / account holder | $1,224 | $9,721-87.4% | $8,859-86.2% | $12,270-90.0% |