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 | $64,633 | $183,519-64.8% | $155,509-58.4% | $145,922-55.7% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 17.32% | 61.17%-43.8pp | 64.67%-47.4pp | 561.29%-544.0pp |
| Employer contribution / active EE | $2,204 | $5,313-58.5% | $4,672-52.8% | $4,660-52.7% |
| Participant deferral / active EE | $6,158 | $6,462-4.7% | $5,626+9.5% | $6,688-7.9% |
| Admin fee / account holder | $991 | $19,313-94.9% | $15,912-93.8% | $13,397-92.6% |