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 | $59,855 | $142,405-58.0% | $115,157-48.0% | $152,861-60.8% |
| Participation rate | 89.5% | 82.4%+7.1pp | 75.9%+13.6pp | 82.4%+7.0pp |
| Annual return | 18.49% | 41.48%-23.0pp | 35.60%-17.1pp | 345.32%-326.8pp |
| Employer contribution / active EE | $2,521 | $4,010-37.1% | $3,179-20.7% | $4,762-47.1% |
| Participant deferral / active EE | $4,984 | $5,164-3.5% | $4,168+19.6% | $5,850-14.8% |
| Admin fee / account holder | $14,260 | $8,462+68.5% | $7,088+101.2% | $11,596+23.0% |