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 | $67,644 | $109,904-38.5% | $97,167-30.4% | $145,959-53.7% |
| Participation rate | 95.0% | 75.9%+19.1pp | 72.7%+22.3pp | 80.3%+14.7pp |
| Annual return | 11.47% | 243.43%-232.0pp | 75.27%-63.8pp | 561.95%-550.5pp |
| Employer contribution / active EE | $2,179 | $3,084-29.4% | $2,729-20.2% | $4,661-53.2% |
| Participant deferral / active EE | $3,761 | $4,676-19.6% | $4,264-11.8% | $6,689-43.8% |
| Admin fee / account holder | $3,010 | $6,216-51.6% | $5,650-46.7% | $13,398-77.5% |