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 | $77,266 | $105,181-26.5% | $159,436-51.5% | $85,850-10.0% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.8%+14.1pp | 69.3%+27.6pp |
| Annual return | 21.17% | 45.07%-23.9pp | 263.57%-242.4pp | 318.53%-297.4pp |
| Employer contribution / active EE | $3,189 | $3,318-3.9% | $4,829-34.0% | $2,565+24.3% |
| Participant deferral / active EE | $7,927 | $5,945+33.3% | $7,352+7.8% | $3,952+100.6% |
| Admin fee / account holder | $1,260 | $6,933-81.8% | $10,799-88.3% | $6,260-79.9% |