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 | $91,952 | $183,963-50.0% | $162,163-43.3% | $152,861-39.8% |
| Participation rate | 91.3% | 88.5%+2.8pp | 87.6%+3.7pp | 82.4%+8.9pp |
| Annual return | 19.80% | 150.76%-131.0pp | 115.59%-95.8pp | 345.32%-325.5pp |
| Employer contribution / active EE | $1,808 | $6,371-71.6% | $5,614-67.8% | $4,762-62.0% |
| Participant deferral / active EE | $4,537 | $8,034-43.5% | $7,298-37.8% | $5,850-22.4% |
| Admin fee / account holder | $2,415 | $13,121-81.6% | $10,843-77.7% | $11,596-79.2% |