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 | $99,986 | $148,534-32.7% | $135,903-26.4% | $139,434-28.3% |
| Participation rate | 95.2% | 83.9%+11.4pp | 81.9%+13.3pp | 80.3%+14.9pp |
| Annual return | 16.88% | 79.19%-62.3pp | 68.23%-51.3pp | 372.94%-356.1pp |
| Employer contribution / active EE | $3,465 | $5,243-33.9% | $4,856-28.6% | $4,751-27.1% |
| Participant deferral / active EE | $3,874 | $8,100-52.2% | $7,758-50.1% | $6,710-42.3% |
| Admin fee / account holder | $566 | $12,400-95.4% | $10,762-94.7% | $11,403-95.0% |