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 | $103,033 | $74,888+37.6% | $71,209+44.7% | $142,382-27.6% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 20.07% | 345.14%-325.1pp | 282.51%-262.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,857 | $2,854-34.9% | $2,721-31.7% | $4,299-56.8% |
| Participant deferral / active EE | $4,515 | $4,454+1.4% | $4,175+8.1% | $6,507-30.6% |
| Admin fee / account holder | $1,283 | $5,568-77.0% | $5,349-76.0% | $12,624-89.8% |