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 | $89,762 | $144,119-37.7% | $117,854-23.8% | $147,584-39.2% |
| Participation rate | 93.3% | 83.4%+9.9pp | 79.7%+13.7pp | 82.8%+10.5pp |
| Annual return | 16.11% | 531.15%-515.0pp | 335.08%-319.0pp | 578.55%-562.4pp |
| Employer contribution / active EE | $2,635 | $4,896-46.2% | $3,786-30.4% | $4,876-46.0% |
| Participant deferral / active EE | $5,147 | $5,316-3.2% | $4,482+14.8% | $5,439-5.4% |
| Admin fee / account holder | $695 | $10,886-93.6% | $8,020-91.3% | $10,885-93.6% |