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 | $55,817 | $53,127+5.1% | $86,590-35.5% | $70,131-20.4% |
| Participation rate | 93.5% | 65.3%+28.2pp | 73.5%+19.9pp | 69.5%+23.9pp |
| Annual return | 16.16% | 27.66%-11.5pp | 964.84%-948.7pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,777 | $2,068-14.1% | $2,839-37.4% | $2,342-24.1% |
| Participant deferral / active EE | $5,697 | $2,696+111.3% | $3,609+57.9% | $3,332+71.0% |
| Admin fee / account holder | $925 | $3,585-74.2% | $4,906-81.1% | $4,645-80.1% |