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 | $110,284 | $217,402-49.3% | $185,823-40.7% | $167,490-34.2% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 17.35% | 148.36%-131.0pp | 122.05%-104.7pp | 478.56%-461.2pp |
| Employer contribution / active EE | $2,350 | $5,873-60.0% | $5,167-54.5% | $4,837-51.4% |
| Participant deferral / active EE | $4,903 | $6,356-22.9% | $5,568-11.9% | $6,341-22.7% |
| Admin fee / account holder | $1,686 | $19,811-91.5% | $16,237-89.6% | $12,309-86.3% |