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 | $58,093 | $209,411-72.3% | $178,490-67.5% | $158,922-63.4% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 14.87% | 188.75%-173.9pp | 151.07%-136.2pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,984 | $5,706-65.2% | $5,011-60.4% | $4,761-58.3% |
| Participant deferral / active EE | $3,253 | $5,954-45.4% | $5,202-37.5% | $5,982-45.6% |
| Admin fee / account holder | $853 | $17,074-95.0% | $13,984-93.9% | $11,246-92.4% |