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 | $88,970 | $209,411-57.5% | $178,490-50.2% | $158,922-44.0% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 10.87% | 188.75%-177.9pp | 151.07%-140.2pp | 302.83%-292.0pp |
| Employer contribution / active EE | $1,660 | $5,706-70.9% | $5,011-66.9% | $4,761-65.1% |
| Participant deferral / active EE | $3,487 | $5,954-41.4% | $5,202-33.0% | $5,982-41.7% |
| Admin fee / account holder | $4,012 | $17,074-76.5% | $13,984-71.3% | $11,246-64.3% |