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 | $60,088 | $111,535-46.1% | $105,223-42.9% | $137,256-56.2% |
| Participation rate | 95.2% | 78.1%+17.1pp | 75.0%+20.2pp | 80.0%+15.3pp |
| Annual return | 15.41% | 237.85%-222.4pp | 180.65%-165.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,673 | $3,939-32.2% | $3,689-27.5% | $4,156-35.7% |
| Participant deferral / active EE | $6,323 | $5,500+15.0% | $5,072+24.7% | $6,407-1.3% |
| Admin fee / account holder | $344 | $9,721-96.5% | $8,859-96.1% | $12,270-97.2% |