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 | $88,722 | $126,574-29.9% | $106,213-16.5% | $145,922-39.2% |
| Participation rate | 87.5% | 77.6%+9.9pp | 75.3%+12.2pp | 80.3%+7.2pp |
| Annual return | 21.38% | 224.79%-203.4pp | 116.14%-94.8pp | 561.29%-539.9pp |
| Employer contribution / active EE | $2,672 | $3,730-28.4% | $3,171-15.7% | $4,660-42.6% |
| Participant deferral / active EE | $6,604 | $5,724+15.4% | $5,016+31.7% | $6,688-1.3% |
| Admin fee / account holder | $907 | $17,304-94.8% | $11,033-91.8% | $13,397-93.2% |