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 | $78,944 | $157,256-49.8% | $141,162-44.1% | $152,861-48.4% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.4%+5.8pp |
| Annual return | 70.92% | 64.32%+6.6pp | 71.39%-0.5pp | 345.32%-274.4pp |
| Employer contribution / active EE | $2,756 | $5,261-47.6% | $4,735-41.8% | $4,762-42.1% |
| Participant deferral / active EE | $13,511 | $7,109+90.0% | $6,709+101.4% | $5,850+130.9% |
| Admin fee / account holder | $338 | $12,120-97.2% | $10,261-96.7% | $11,596-97.1% |