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 | $77,109 | $137,414-43.9% | $189,513-59.3% | $85,850-10.2% |
| Participation rate | 96.2% | 84.6%+11.5pp | 87.8%+8.3pp | 69.3%+26.8pp |
| Annual return | 13.48% | 38.14%-24.7pp | 555.15%-541.7pp | 318.53%-305.1pp |
| Employer contribution / active EE | $3,443 | $4,344-20.7% | $6,162-44.1% | $2,565+34.2% |
| Participant deferral / active EE | $4,361 | $6,260-30.3% | $8,221-47.0% | $3,952+10.4% |
| Admin fee / account holder | $2,521 | $8,630-70.8% | $12,045-79.1% | $6,260-59.7% |