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 | $72,142 | $104,907-31.2% | $84,611-14.7% | $152,861-52.8% |
| Participation rate | 90.0% | 74.8%+15.2pp | 68.2%+21.8pp | 82.4%+7.6pp |
| Annual return | 19.12% | 373.79%-354.7pp | 258.74%-239.6pp | 345.32%-326.2pp |
| Employer contribution / active EE | $4,466 | $3,302+35.3% | $2,652+68.4% | $4,762-6.2% |
| Participant deferral / active EE | $5,976 | $4,688+27.5% | $3,899+53.3% | $5,850+2.1% |
| Admin fee / account holder | $12,291 | $6,241+97.0% | $4,912+150.2% | $11,596+6.0% |