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 | $62,510 | $89,355-30.0% | $141,162-55.7% | $72,985-14.4% |
| Participation rate | 98.0% | 75.1%+22.8pp | 82.5%+15.5pp | 69.5%+28.5pp |
| Annual return | 23.00% | 111.85%-88.8pp | 71.39%-48.4pp | 81.00%-58.0pp |
| Employer contribution / active EE | $2,689 | $3,114-13.7% | $4,735-43.2% | $2,440+10.2% |
| Participant deferral / active EE | $7,216 | $5,418+33.2% | $6,709+7.6% | $3,607+100.0% |
| Admin fee / account holder | $3,913 | $5,958-34.3% | $10,261-61.9% | $5,124-23.6% |