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 | $82,892 | $110,261-24.8% | $95,745-13.4% | $139,434-40.6% |
| Participation rate | 88.9% | 75.8%+13.1pp | 72.3%+16.6pp | 80.3%+8.6pp |
| Annual return | 12.18% | 27.11%-14.9pp | 28.35%-16.2pp | 372.94%-360.8pp |
| Employer contribution / active EE | $1,753 | $3,257-46.2% | $2,835-38.1% | $4,751-63.1% |
| Participant deferral / active EE | $6,041 | $4,676+29.2% | $4,245+42.3% | $6,710-10.0% |
| Admin fee / account holder | $584 | $6,613-91.2% | $5,678-89.7% | $11,403-94.9% |