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 | $89,648 | $175,202-48.8% | $149,673-40.1% | $139,434-35.7% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 15.83% | 166.71%-150.9pp | 134.42%-118.6pp | 372.94%-357.1pp |
| Employer contribution / active EE | $2,582 | $5,474-52.8% | $4,818-46.4% | $4,751-45.7% |
| Participant deferral / active EE | $7,421 | $6,519+13.8% | $5,680+30.6% | $6,710+10.6% |
| Admin fee / account holder | $2,288 | $16,150-85.8% | $13,210-82.7% | $11,403-79.9% |