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 | $65,951 | $183,963-64.1% | $162,163-59.3% | $152,861-56.9% |
| Participation rate | 86.4% | 88.5%-2.1pp | 87.6%-1.2pp | 82.4%+3.9pp |
| Annual return | 21.04% | 150.76%-129.7pp | 115.59%-94.5pp | 345.32%-324.3pp |
| Employer contribution / active EE | $2,599 | $6,371-59.2% | $5,614-53.7% | $4,762-45.4% |
| Participant deferral / active EE | $6,462 | $8,034-19.6% | $7,298-11.5% | $5,850+10.5% |
| Admin fee / account holder | $16,751 | $13,121+27.7% | $10,843+54.5% | $11,596+44.4% |