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 | $90,337 | $53,127+70.0% | $86,590+4.3% | $70,131+28.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 13.03% | 27.66%-14.6pp | 964.84%-951.8pp | 73.14%-60.1pp |
| Employer contribution / active EE | $1,592 | $2,068-23.0% | $2,839-43.9% | $2,342-32.0% |
| Participant deferral / active EE | $4,020 | $2,696+49.1% | $3,609+11.4% | $3,332+20.6% |
| Admin fee / account holder | $3,013 | $3,585-16.0% | $4,906-38.6% | $4,645-35.1% |