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 | $87,915 | $183,519-52.1% | $155,509-43.5% | $145,922-39.8% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 19.87% | 61.17%-41.3pp | 64.67%-44.8pp | 561.29%-541.4pp |
| Employer contribution / active EE | $3,961 | $5,313-25.4% | $4,672-15.2% | $4,660-15.0% |
| Participant deferral / active EE | $6,310 | $6,462-2.4% | $5,626+12.1% | $6,688-5.7% |
| Admin fee / account holder | $909 | $19,313-95.3% | $15,912-94.3% | $13,397-93.2% |