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 | $88,729 | $209,411-57.6% | $178,490-50.3% | $158,922-44.2% |
| Participation rate | 82.4% | 86.3%-4.0pp | 81.9%+0.4pp | 82.0%+0.4pp |
| Annual return | 11.93% | 188.75%-176.8pp | 151.07%-139.1pp | 302.83%-290.9pp |
| Employer contribution / active EE | $8,425 | $5,706+47.6% | $5,011+68.1% | $4,761+76.9% |
| Participant deferral / active EE | $5,399 | $5,954-9.3% | $5,202+3.8% | $5,982-9.7% |
| Admin fee / account holder | $7,907 | $17,074-53.7% | $13,984-43.5% | $11,246-29.7% |