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 | $78,092 | $112,096-30.3% | $95,952-18.6% | $158,922-50.9% |
| Participation rate | 94.4% | 79.0%+15.5pp | 77.1%+17.4pp | 82.0%+12.5pp |
| Annual return | 21.26% | 171.09%-149.8pp | 91.61%-70.4pp | 302.83%-281.6pp |
| Employer contribution / active EE | $3,912 | $3,198+22.3% | $2,541+54.0% | $4,761-17.8% |
| Participant deferral / active EE | $4,239 | $4,784-11.4% | $4,167+1.7% | $5,982-29.1% |
| Admin fee / account holder | $1,274 | $10,130-87.4% | $6,795-81.3% | $11,246-88.7% |