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 | $71,760 | $227,553-68.5% | $189,557-62.1% | $167,490-57.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 12.99% | 78.40%-65.4pp | 64.17%-51.2pp | 478.56%-465.6pp |
| Employer contribution / active EE | $2,324 | $5,316-56.3% | $4,412-47.3% | $4,837-52.0% |
| Participant deferral / active EE | $3,757 | $7,002-46.3% | $6,174-39.1% | $6,341-40.7% |
| Admin fee / account holder | $361 | $11,878-97.0% | $9,807-96.3% | $12,309-97.1% |