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 | $73,036 | $114,381-36.1% | $107,525-32.1% | $142,382-48.7% |
| Participation rate | 86.4% | 78.1%+8.2pp | 75.1%+11.3pp | 80.1%+6.2pp |
| Annual return | 53.39% | 242.71%-189.3pp | 181.32%-127.9pp | 217.08%-163.7pp |
| Employer contribution / active EE | $2,877 | $4,015-28.3% | $3,754-23.3% | $4,299-33.1% |
| Participant deferral / active EE | $3,925 | $5,564-29.5% | $5,116-23.3% | $6,507-39.7% |
| Admin fee / account holder | $922 | $9,860-90.6% | $8,919-89.7% | $12,624-92.7% |