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 | $72,907 | $106,890-31.8% | $84,015-13.2% | $152,861-52.3% |
| Participation rate | 91.7% | 75.2%+16.4pp | 69.0%+22.7pp | 82.4%+9.2pp |
| Annual return | 13.61% | 104.99%-91.4pp | 71.31%-57.7pp | 345.32%-331.7pp |
| Employer contribution / active EE | $1,457 | $2,734-46.7% | $1,983-26.5% | $4,762-69.4% |
| Participant deferral / active EE | $3,015 | $4,011-24.8% | $3,239-6.9% | $5,850-48.5% |
| Admin fee / account holder | $950 | $8,285-88.5% | $6,101-84.4% | $11,596-91.8% |