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 | $82,134 | $210,648-61.0% | $177,989-53.9% | $145,922-43.7% |
| Participation rate | 76.9% | 80.8%-3.8pp | 77.1%-0.2pp | 80.3%-3.4pp |
| Annual return | 11.81% | 385.86%-374.0pp | 294.48%-282.7pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,244 | $4,565-50.8% | $3,949-43.2% | $4,660-51.8% |
| Participant deferral / active EE | $4,447 | $6,958-36.1% | $6,276-29.1% | $6,688-33.5% |
| Admin fee / account holder | $12,353 | $12,013+2.8% | $10,363+19.2% | $13,397-7.8% |