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 | $94,740 | $107,334-11.7% | $92,893+2.0% | $152,861-38.0% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.0%+16.3pp | 82.4%+9.9pp |
| Annual return | 25.46% | 145.58%-120.1pp | 109.41%-84.0pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,208 | $4,221-71.4% | $3,653-66.9% | $4,762-74.6% |
| Participant deferral / active EE | $2,739 | $4,845-43.5% | $4,236-35.3% | $5,850-53.2% |
| Admin fee / account holder | $750 | $7,079-89.4% | $5,794-87.1% | $11,596-93.5% |