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 | $106,100 | $175,202-39.4% | $149,673-29.1% | $139,434-23.9% |
| Participation rate | 94.1% | 83.4%+10.7pp | 78.8%+15.4pp | 80.3%+13.8pp |
| Annual return | 17.36% | 166.71%-149.3pp | 134.42%-117.1pp | 372.94%-355.6pp |
| Employer contribution / active EE | $2,919 | $5,474-46.7% | $4,818-39.4% | $4,751-38.6% |
| Participant deferral / active EE | $6,364 | $6,519-2.4% | $5,680+12.0% | $6,710-5.2% |
| Admin fee / account holder | $6,331 | $16,150-60.8% | $13,210-52.1% | $11,403-44.5% |