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 | $91,946 | $175,202-47.5% | $149,673-38.6% | $139,434-34.1% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 23.41% | 166.71%-143.3pp | 134.42%-111.0pp | 372.94%-349.5pp |
| Employer contribution / active EE | $1,896 | $5,474-65.4% | $4,818-60.6% | $4,751-60.1% |
| Participant deferral / active EE | $6,586 | $6,519+1.0% | $5,680+15.9% | $6,710-1.9% |
| Admin fee / account holder | $2,167 | $16,150-86.6% | $13,210-83.6% | $11,403-81.0% |