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 | $91,913 | $175,202-47.5% | $149,673-38.6% | $139,434-34.1% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 14.32% | 166.71%-152.4pp | 134.42%-120.1pp | 372.94%-358.6pp |
| Employer contribution / active EE | $2,214 | $5,474-59.5% | $4,818-54.0% | $4,751-53.4% |
| Participant deferral / active EE | $8,706 | $6,519+33.6% | $5,680+53.3% | $6,710+29.7% |
| Admin fee / account holder | $1,637 | $16,150-89.9% | $13,210-87.6% | $11,403-85.6% |