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 | $118,109 | $183,519-35.6% | $155,509-24.1% | $145,922-19.1% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.6pp | 80.3%+13.5pp |
| Annual return | 24.81% | 61.17%-36.4pp | 64.67%-39.9pp | 561.29%-536.5pp |
| Employer contribution / active EE | $3,136 | $5,313-41.0% | $4,672-32.9% | $4,660-32.7% |
| Participant deferral / active EE | $8,508 | $6,462+31.6% | $5,626+51.2% | $6,688+27.2% |
| Admin fee / account holder | $981 | $19,313-94.9% | $15,912-93.8% | $13,397-92.7% |