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 | $54,880 | $102,966-46.7% | $90,281-39.2% | $152,861-64.1% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.4%+7.6pp |
| Annual return | 19.60% | 95.16%-75.6pp | 78.10%-58.5pp | 345.32%-325.7pp |
| Employer contribution / active EE | $1,814 | $3,139-42.2% | $2,854-36.5% | $4,762-61.9% |
| Participant deferral / active EE | $10,597 | $4,281+147.5% | $3,885+172.8% | $5,850+81.1% |
| Admin fee / account holder | $4,070 | $6,171-34.0% | $5,351-23.9% | $11,596-64.9% |