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 | $120,323 | $183,963-34.6% | $162,163-25.8% | $152,861-21.3% |
| Participation rate | 91.7% | 88.5%+3.2pp | 87.6%+4.1pp | 82.4%+9.2pp |
| Annual return | 24.93% | 150.76%-125.8pp | 115.59%-90.7pp | 345.32%-320.4pp |
| Employer contribution / active EE | $2,698 | $6,371-57.6% | $5,614-51.9% | $4,762-43.3% |
| Participant deferral / active EE | $4,783 | $8,034-40.5% | $7,298-34.5% | $5,850-18.2% |
| Admin fee / account holder | $4,344 | $13,121-66.9% | $10,843-59.9% | $11,596-62.5% |