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 | $114,890 | $198,466-42.1% | $170,442-32.6% | $147,584-22.2% |
| Participation rate | 94.7% | 88.0%+6.8pp | 83.6%+11.1pp | 82.8%+11.9pp |
| Annual return | 16.39% | 257.29%-240.9pp | 205.93%-189.5pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,105 | $6,184-66.0% | $5,433-61.2% | $4,876-56.8% |
| Participant deferral / active EE | $2,819 | $5,629-49.9% | $4,939-42.9% | $5,439-48.2% |
| Admin fee / account holder | $15,029 | $16,852-10.8% | $13,880+8.3% | $10,885+38.1% |