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 | $96,056 | $74,888+28.3% | $71,209+34.9% | $142,382-32.5% |
| Participation rate | 81.3% | 76.2%+5.0pp | 73.8%+7.5pp | 80.1%+1.1pp |
| Annual return | 17.39% | 345.14%-327.7pp | 282.51%-265.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $5,057 | $2,854+77.2% | $2,721+85.9% | $4,299+17.6% |
| Participant deferral / active EE | $6,628 | $4,454+48.8% | $4,175+58.7% | $6,507+1.9% |
| Admin fee / account holder | $3,758 | $5,568-32.5% | $5,349-29.7% | $12,624-70.2% |