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 | $101,826 | $210,648-51.7% | $177,989-42.8% | $145,922-30.2% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 14.03% | 385.86%-371.8pp | 294.48%-280.5pp | 561.29%-547.3pp |
| Employer contribution / active EE | $3,044 | $4,565-33.3% | $3,949-22.9% | $4,660-34.7% |
| Participant deferral / active EE | $7,585 | $6,958+9.0% | $6,276+20.9% | $6,688+13.4% |
| Admin fee / account holder | $560 | $12,013-95.3% | $10,363-94.6% | $13,397-95.8% |