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 | $115,446 | $232,540-50.4% | $185,117-37.6% | $147,584-21.8% |
| Participation rate | 90.0% | 82.4%+7.6pp | 77.3%+12.7pp | 82.8%+7.2pp |
| Annual return | 13.08% | 43.03%-29.9pp | 40.50%-27.4pp | 578.55%-565.5pp |
| Employer contribution / active EE | $1,366 | $5,195-73.7% | $4,182-67.3% | $4,876-72.0% |
| Participant deferral / active EE | $6,000 | $5,834+2.9% | $5,045+18.9% | $5,439+10.3% |
| Admin fee / account holder | $2,721 | $10,275-73.5% | $8,159-66.7% | $10,885-75.0% |