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 | $132,668 | $118,849+11.6% | $96,562+37.4% | $167,490-20.8% |
| Participation rate | 90.9% | 75.5%+15.4pp | 69.8%+21.1pp | 82.1%+8.8pp |
| Annual return | 20.30% | 50.49%-30.2pp | 37.78%-17.5pp | 478.56%-458.3pp |
| Employer contribution / active EE | $786 | $3,120-74.8% | $2,356-66.7% | $4,837-83.8% |
| Participant deferral / active EE | $6,722 | $4,616+45.6% | $3,849+74.7% | $6,341+6.0% |
| Admin fee / account holder | $3,997 | $8,065-50.4% | $6,181-35.3% | $12,309-67.5% |