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 | $82,546 | $158,398-47.9% | $126,539-34.8% | $142,382-42.0% |
| Participation rate | 80.0% | 75.8%+4.2pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 12.84% | 593.76%-580.9pp | 425.95%-413.1pp | 217.08%-204.2pp |
| Employer contribution / active EE | $717 | $4,650-84.6% | $3,674-80.5% | $4,299-83.3% |
| Participant deferral / active EE | $4,691 | $4,767-1.6% | $4,083+14.9% | $6,507-27.9% |
| Admin fee / account holder | $773 | $6,918-88.8% | $6,065-87.3% | $12,624-93.9% |