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 | $79,983 | $157,256-49.1% | $141,162-43.3% | $152,861-47.7% |
| Participation rate | 95.7% | 84.8%+10.8pp | 82.5%+13.2pp | 82.4%+13.2pp |
| Annual return | 23.05% | 64.32%-41.3pp | 71.39%-48.3pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,851 | $5,261-64.8% | $4,735-60.9% | $4,762-61.1% |
| Participant deferral / active EE | $8,324 | $7,109+17.1% | $6,709+24.1% | $5,850+42.3% |
| Admin fee / account holder | $2,295 | $12,120-81.1% | $10,261-77.6% | $11,596-80.2% |