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 | $82,365 | $183,963-55.2% | $162,163-49.2% | $152,861-46.1% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.6%+6.2pp | 82.4%+11.3pp |
| Annual return | 21.30% | 150.76%-129.5pp | 115.59%-94.3pp | 345.32%-324.0pp |
| Employer contribution / active EE | $2,880 | $6,371-54.8% | $5,614-48.7% | $4,762-39.5% |
| Participant deferral / active EE | $5,685 | $8,034-29.2% | $7,298-22.1% | $5,850-2.8% |
| Admin fee / account holder | $694 | $13,121-94.7% | $10,843-93.6% | $11,596-94.0% |