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 | $84,585 | $157,256-46.2% | $141,162-40.1% | $152,861-44.7% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 21.51% | 64.32%-42.8pp | 71.39%-49.9pp | 345.32%-323.8pp |
| Employer contribution / active EE | $2,273 | $5,261-56.8% | $4,735-52.0% | $4,762-52.3% |
| Participant deferral / active EE | $5,744 | $7,109-19.2% | $6,709-14.4% | $5,850-1.8% |
| Admin fee / account holder | $2,074 | $12,120-82.9% | $10,261-79.8% | $11,596-82.1% |