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 | $75,843 | $210,648-64.0% | $177,989-57.4% | $145,922-48.0% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 11.16% | 385.86%-374.7pp | 294.48%-283.3pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,136 | $4,565-53.2% | $3,949-45.9% | $4,660-54.2% |
| Participant deferral / active EE | $3,631 | $6,958-47.8% | $6,276-42.1% | $6,688-45.7% |
| Admin fee / account holder | $1,934 | $12,013-83.9% | $10,363-81.3% | $13,397-85.6% |