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 | $66,856 | $85,202-21.5% | $172,739-61.3% | $72,985-8.4% |
| Participation rate | 83.0% | 70.1%+13.0pp | 82.6%+0.4pp | 69.5%+13.5pp |
| Annual return | 19.95% | 27.32%-7.4pp | 802.84%-782.9pp | 81.00%-61.1pp |
| Employer contribution / active EE | $2,795 | $3,324-15.9% | $5,143-45.6% | $2,440+14.6% |
| Participant deferral / active EE | $4,933 | $3,260+51.3% | $5,198-5.1% | $3,607+36.7% |
| Admin fee / account holder | $4,936 | $5,884-16.1% | $13,954-64.6% | $5,124-3.7% |