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 | $69,993 | $112,096-37.6% | $95,952-27.1% | $158,922-56.0% |
| Participation rate | 81.3% | 79.0%+2.3pp | 77.1%+4.2pp | 82.0%-0.7pp |
| Annual return | 19.92% | 171.09%-151.2pp | 91.61%-71.7pp | 302.83%-282.9pp |
| Employer contribution / active EE | $1,898 | $3,198-40.6% | $2,541-25.3% | $4,761-60.1% |
| Participant deferral / active EE | $10,818 | $4,784+126.1% | $4,167+159.6% | $5,982+80.8% |
| Admin fee / account holder | $1,520 | $10,130-85.0% | $6,795-77.6% | $11,246-86.5% |