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 | $90,526 | $209,411-56.8% | $178,490-49.3% | $158,922-43.0% |
| Participation rate | 94.7% | 86.3%+8.4pp | 81.9%+12.8pp | 82.0%+12.8pp |
| Annual return | 26.05% | 188.75%-162.7pp | 151.07%-125.0pp | 302.83%-276.8pp |
| Employer contribution / active EE | $2,443 | $5,706-57.2% | $5,011-51.2% | $4,761-48.7% |
| Participant deferral / active EE | $4,124 | $5,954-30.7% | $5,202-20.7% | $5,982-31.1% |
| Admin fee / account holder | $7,977 | $17,074-53.3% | $13,984-43.0% | $11,246-29.1% |