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 | $68,643 | $185,822-63.1% | $169,993-59.6% | $139,434-50.8% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 18.77% | 60.50%-41.7pp | 53.37%-34.6pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,434 | $7,590-67.9% | $6,785-64.1% | $4,751-48.8% |
| Participant deferral / active EE | $6,602 | $11,622-43.2% | $10,408-36.6% | $6,710-1.6% |
| Admin fee / account holder | $790 | $15,381-94.9% | $12,815-93.8% | $11,403-93.1% |