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 | $93,970 | $175,202-46.4% | $149,673-37.2% | $139,434-32.6% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 16.77% | 166.71%-149.9pp | 134.42%-117.6pp | 372.94%-356.2pp |
| Employer contribution / active EE | $7,209 | $5,474+31.7% | $4,818+49.6% | $4,751+51.7% |
| Participant deferral / active EE | $8,605 | $6,519+32.0% | $5,680+51.5% | $6,710+28.2% |
| Admin fee / account holder | $8,255 | $16,150-48.9% | $13,210-37.5% | $11,403-27.6% |