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 | $79,090 | $176,056-55.1% | $159,436-50.4% | $167,490-52.8% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 22.99% | 331.75%-308.8pp | 263.57%-240.6pp | 478.56%-455.6pp |
| Employer contribution / active EE | $2,115 | $5,297-60.1% | $4,829-56.2% | $4,837-56.3% |
| Participant deferral / active EE | $5,092 | $7,750-34.3% | $7,352-30.7% | $6,341-19.7% |
| Admin fee / account holder | $15,611 | $12,554+24.4% | $10,799+44.6% | $12,309+26.8% |