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 | $73,618 | $148,534-50.4% | $135,903-45.8% | $139,434-47.2% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 17.19% | 79.19%-62.0pp | 68.23%-51.0pp | 372.94%-355.8pp |
| Employer contribution / active EE | $2,209 | $5,243-57.9% | $4,856-54.5% | $4,751-53.5% |
| Participant deferral / active EE | $7,087 | $8,100-12.5% | $7,758-8.7% | $6,710+5.6% |
| Admin fee / account holder | $7,507 | $12,400-39.5% | $10,762-30.2% | $11,403-34.2% |