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 | $77,646 | $98,750-21.4% | $149,696-48.1% | $79,858-2.8% |
| Participation rate | 98.0% | 75.8%+22.3pp | 82.5%+15.6pp | 69.6%+28.4pp |
| Annual return | 16.63% | 27.43%-10.8pp | 276.60%-260.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $2,259 | $3,216-29.8% | $4,644-51.4% | $2,471-8.6% |
| Participant deferral / active EE | $6,852 | $5,680+20.6% | $6,842+0.1% | $3,740+83.2% |
| Admin fee / account holder | $3,621 | $6,053-40.2% | $9,309-61.1% | $5,306-31.8% |