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 | $79,050 | $149,040-47.0% | $120,225-34.2% | $137,256-42.4% |
| Participation rate | 81.8% | 75.4%+6.4pp | 69.6%+12.2pp | 80.0%+1.9pp |
| Annual return | 12.50% | 605.68%-593.2pp | 439.23%-426.7pp | 220.34%-207.8pp |
| Employer contribution / active EE | $100 | $4,350-97.7% | $3,475-97.1% | $4,156-97.6% |
| Participant deferral / active EE | $4,264 | $4,655-8.4% | $3,999+6.6% | $6,407-33.4% |
| Admin fee / account holder | $9,684 | $6,348+52.6% | $5,696+70.0% | $12,270-21.1% |