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 | $65,858 | $176,377-62.7% | $134,143-50.9% | $158,922-58.6% |
| Participation rate | 90.0% | 78.7%+11.3pp | 72.2%+17.8pp | 82.0%+8.0pp |
| Annual return | 19.28% | 63.63%-44.3pp | 36.33%-17.0pp | 302.83%-283.5pp |
| Employer contribution / active EE | $2,677 | $5,040-46.9% | $3,704-27.7% | $4,761-43.8% |
| Participant deferral / active EE | $6,236 | $4,091+52.4% | $3,499+78.2% | $5,982+4.2% |
| Admin fee / account holder | $2,969 | $8,718-65.9% | $6,684-55.6% | $11,246-73.6% |