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 | $56,523 | $89,753-37.0% | $107,525-47.4% | $84,808-33.4% |
| Participation rate | 88.3% | 68.1%+20.3pp | 75.1%+13.3pp | 68.3%+20.0pp |
| Annual return | 17.25% | 29.48%-12.2pp | 181.32%-164.1pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,276 | $3,113-59.0% | $3,754-66.0% | $2,631-51.5% |
| Participant deferral / active EE | $4,915 | $4,056+21.2% | $5,116-3.9% | $4,212+16.7% |
| Admin fee / account holder | $4,063 | $7,222-43.7% | $8,919-54.4% | $7,344-44.7% |