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 | $116,691 | $183,592-36.4% | $155,567-25.0% | $145,959-20.1% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 14.99% | 61.24%-46.2pp | 64.74%-49.7pp | 561.95%-547.0pp |
| Employer contribution / active EE | $2,895 | $5,315-45.5% | $4,674-38.1% | $4,661-37.9% |
| Participant deferral / active EE | $4,326 | $6,464-33.1% | $5,628-23.1% | $6,689-35.3% |
| Admin fee / account holder | $1,542 | $19,318-92.0% | $15,916-90.3% | $13,398-88.5% |