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 | $91,442 | $126,574-27.8% | $106,213-13.9% | $145,922-37.3% |
| Participation rate | 89.5% | 77.6%+11.8pp | 75.3%+14.2pp | 80.3%+9.2pp |
| Annual return | 13.59% | 224.79%-211.2pp | 116.14%-102.5pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,228 | $3,730-13.5% | $3,171+1.8% | $4,660-30.7% |
| Participant deferral / active EE | $4,966 | $5,724-13.2% | $5,016-1.0% | $6,688-25.8% |
| Admin fee / account holder | $7,328 | $17,304-57.7% | $11,033-33.6% | $13,397-45.3% |