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 | $63,650 | $127,264-50.0% | $109,895-42.1% | $167,490-62.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 19.16% | 22.97%-3.8pp | 29.45%-10.3pp | 478.56%-459.4pp |
| Employer contribution / active EE | $1,488 | $3,322-55.2% | $2,842-47.6% | $4,837-69.2% |
| Participant deferral / active EE | $7,325 | $4,514+62.3% | $4,048+81.0% | $6,341+15.5% |
| Admin fee / account holder | $2,462 | $7,114-65.4% | $6,066-59.4% | $12,309-80.0% |