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 | $81,644 | $198,466-58.9% | $170,442-52.1% | $147,584-44.7% |
| Participation rate | 94.7% | 88.0%+6.8pp | 83.6%+11.1pp | 82.8%+11.9pp |
| Annual return | 13.16% | 257.29%-244.1pp | 205.93%-192.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $2,476 | $6,184-60.0% | $5,433-54.4% | $4,876-49.2% |
| Participant deferral / active EE | $3,632 | $5,629-35.5% | $4,939-26.5% | $5,439-33.2% |
| Admin fee / account holder | $9,132 | $16,852-45.8% | $13,880-34.2% | $10,885-16.1% |