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 | $93,091 | $177,572-47.6% | $154,803-39.9% | $142,382-34.6% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 14.92% | 65.07%-50.1pp | 58.88%-44.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $4,553 | $4,810-5.4% | $4,305+5.7% | $4,299+5.9% |
| Participant deferral / active EE | $3,091 | $6,272-50.7% | $5,540-44.2% | $6,507-52.5% |
| Admin fee / account holder | $27,736 | $16,786+65.2% | $14,329+93.6% | $12,624+119.7% |