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 | $89,522 | $183,519-51.2% | $155,509-42.4% | $145,922-38.7% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 15.23% | 61.17%-45.9pp | 64.67%-49.4pp | 561.29%-546.1pp |
| Employer contribution / active EE | $2,830 | $5,313-46.7% | $4,672-39.4% | $4,660-39.3% |
| Participant deferral / active EE | $7,350 | $6,462+13.7% | $5,626+30.6% | $6,688+9.9% |
| Admin fee / account holder | $2,214 | $19,313-88.5% | $15,912-86.1% | $13,397-83.5% |