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 | $123,198 | $165,912-25.7% | $122,332+0.7% | $147,584-16.5% |
| Participation rate | 91.3% | 79.6%+11.7pp | 71.6%+19.7pp | 82.8%+8.5pp |
| Annual return | 16.43% | 34.55%-18.1pp | 30.27%-13.8pp | 578.55%-562.1pp |
| Employer contribution / active EE | $2,376 | $5,754-58.7% | $4,050-41.3% | $4,876-51.3% |
| Participant deferral / active EE | $3,869 | $4,005-3.4% | $3,287+17.7% | $5,439-28.9% |
| Admin fee / account holder | $10,426 | $7,424+40.4% | $5,478+90.3% | $10,885-4.2% |