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 | $97,968 | $126,519-22.6% | $106,201-7.8% | $145,959-32.9% |
| Participation rate | 88.9% | 77.7%+11.2pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 11.18% | 225.10%-213.9pp | 116.26%-105.1pp | 561.95%-550.8pp |
| Employer contribution / active EE | $1,488 | $3,726-60.1% | $3,170-53.1% | $4,661-68.1% |
| Participant deferral / active EE | $4,160 | $5,716-27.2% | $5,012-17.0% | $6,689-37.8% |
| Admin fee / account holder | $5,987 | $17,312-65.4% | $11,039-45.8% | $13,398-55.3% |