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 | $73,546 | $183,519-59.9% | $155,509-52.7% | $145,922-49.6% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.5pp | 80.3%+6.4pp |
| Annual return | 11.90% | 61.17%-49.3pp | 64.67%-52.8pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,901 | $5,313-45.4% | $4,672-37.9% | $4,660-37.7% |
| Participant deferral / active EE | $1,857 | $6,462-71.3% | $5,626-67.0% | $6,688-72.2% |
| Admin fee / account holder | $3,200 | $19,313-83.4% | $15,912-79.9% | $13,397-76.1% |