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 | $92,554 | $135,635-31.8% | $110,238-16.0% | $135,375-31.6% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.8%+11.8pp | 82.6%+9.0pp |
| Annual return | 12.76% | 513.19%-500.4pp | 314.74%-302.0pp | 519.73%-507.0pp |
| Employer contribution / active EE | $2,094 | $4,906-57.3% | $3,826-45.3% | $4,779-56.2% |
| Participant deferral / active EE | $3,827 | $5,506-30.5% | $4,672-18.1% | $5,609-31.8% |
| Admin fee / account holder | $1,250 | $11,457-89.1% | $8,547-85.4% | $10,827-88.5% |