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 | $88,942 | $149,040-40.3% | $120,225-26.0% | $137,256-35.2% |
| Participation rate | 89.5% | 75.4%+14.1pp | 69.6%+19.9pp | 80.0%+9.5pp |
| Annual return | 15.52% | 605.68%-590.2pp | 439.23%-423.7pp | 220.34%-204.8pp |
| Employer contribution / active EE | $3,920 | $4,350-9.9% | $3,475+12.8% | $4,156-5.7% |
| Participant deferral / active EE | $11,384 | $4,655+144.6% | $3,999+184.7% | $6,407+77.7% |
| Admin fee / account holder | $5,701 | $6,348-10.2% | $5,696+0.1% | $12,270-53.5% |