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 | $92,026 | $124,185-25.9% | $108,410-15.1% | $167,490-45.1% |
| Participation rate | 95.5% | 82.3%+13.2pp | 80.1%+15.3pp | 82.1%+13.3pp |
| Annual return | 12.79% | 1379.64%-1366.9pp | 905.27%-892.5pp | 478.56%-465.8pp |
| Employer contribution / active EE | $3,989 | $4,187-4.7% | $3,558+12.1% | $4,837-17.5% |
| Participant deferral / active EE | $5,299 | $6,908-23.3% | $6,563-19.3% | $6,341-16.4% |
| Admin fee / account holder | $475 | $9,455-95.0% | $7,295-93.5% | $12,309-96.1% |