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 | $67,252 | $183,519-63.4% | $155,509-56.8% | $145,922-53.9% |
| Participation rate | 86.4% | 82.7%+3.7pp | 78.2%+8.2pp | 80.3%+6.1pp |
| Annual return | 9.77% | 61.17%-51.4pp | 64.67%-54.9pp | 561.29%-551.5pp |
| Employer contribution / active EE | $3,078 | $5,313-42.1% | $4,672-34.1% | $4,660-33.9% |
| Participant deferral / active EE | $5,378 | $6,462-16.8% | $5,626-4.4% | $6,688-19.6% |
| Admin fee / account holder | $1,038 | $19,313-94.6% | $15,912-93.5% | $13,397-92.3% |