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 | $90,047 | $165,335-45.5% | $149,696-39.8% | $158,922-43.3% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 13.47% | 348.15%-334.7pp | 276.60%-263.1pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,719 | $5,103-66.3% | $4,644-63.0% | $4,761-63.9% |
| Participant deferral / active EE | $10,582 | $7,181+47.4% | $6,842+54.7% | $5,982+76.9% |
| Admin fee / account holder | $2,052 | $10,807-81.0% | $9,309-78.0% | $11,246-81.8% |