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 | $85,123 | $183,519-53.6% | $155,509-45.3% | $145,922-41.7% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 15.32% | 61.17%-45.8pp | 64.67%-49.3pp | 561.29%-546.0pp |
| Employer contribution / active EE | $4,421 | $5,313-16.8% | $4,672-5.4% | $4,660-5.1% |
| Participant deferral / active EE | $7,241 | $6,462+12.0% | $5,626+28.7% | $6,688+8.3% |
| Admin fee / account holder | $5,051 | $19,313-73.8% | $15,912-68.3% | $13,397-62.3% |