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 | $110,514 | $183,592-39.8% | $155,567-29.0% | $145,959-24.3% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 12.02% | 61.24%-49.2pp | 64.74%-52.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $3,035 | $5,315-42.9% | $4,674-35.1% | $4,661-34.9% |
| Participant deferral / active EE | $4,935 | $6,464-23.7% | $5,628-12.3% | $6,689-26.2% |
| Admin fee / account holder | $978 | $19,318-94.9% | $15,916-93.9% | $13,398-92.7% |