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 | $94,634 | $209,411-54.8% | $178,490-47.0% | $158,922-40.5% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 17.71% | 188.75%-171.0pp | 151.07%-133.4pp | 302.83%-285.1pp |
| Employer contribution / active EE | $1,922 | $5,706-66.3% | $5,011-61.6% | $4,761-59.6% |
| Participant deferral / active EE | $7,374 | $5,954+23.9% | $5,202+41.8% | $5,982+23.3% |
| Admin fee / account holder | $749 | $17,074-95.6% | $13,984-94.6% | $11,246-93.3% |