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 | $84,797 | $183,963-53.9% | $162,163-47.7% | $152,861-44.5% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.6%-2.9pp | 82.4%+2.2pp |
| Annual return | 26.68% | 150.76%-124.1pp | 115.59%-88.9pp | 345.32%-318.6pp |
| Employer contribution / active EE | $1,860 | $6,371-70.8% | $5,614-66.9% | $4,762-60.9% |
| Participant deferral / active EE | $4,255 | $8,034-47.0% | $7,298-41.7% | $5,850-27.3% |
| Admin fee / account holder | $3,404 | $13,121-74.1% | $10,843-68.6% | $11,596-70.6% |