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 | $110,973 | $157,256-29.4% | $141,162-21.4% | $152,861-27.4% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 16.25% | 64.32%-48.1pp | 71.39%-55.1pp | 345.32%-329.1pp |
| Employer contribution / active EE | $2,360 | $5,261-55.1% | $4,735-50.2% | $4,762-50.4% |
| Participant deferral / active EE | $4,696 | $7,109-33.9% | $6,709-30.0% | $5,850-19.7% |
| Admin fee / account holder | $933 | $12,120-92.3% | $10,261-90.9% | $11,596-92.0% |