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 | $99,666 | $210,648-52.7% | $177,989-44.0% | $145,922-31.7% |
| Participation rate | 77.8% | 80.8%-3.0pp | 77.1%+0.7pp | 80.3%-2.5pp |
| Annual return | 12.84% | 385.86%-373.0pp | 294.48%-281.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $3,117 | $4,565-31.7% | $3,949-21.0% | $4,660-33.1% |
| Participant deferral / active EE | $8,676 | $6,958+24.7% | $6,276+38.2% | $6,688+29.7% |
| Admin fee / account holder | $2,126 | $12,013-82.3% | $10,363-79.5% | $13,397-84.1% |