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 | $88,239 | $109,982-19.8% | $97,226-9.2% | $145,922-39.5% |
| Participation rate | 92.9% | 75.9%+16.9pp | 72.7%+20.2pp | 80.3%+12.6pp |
| Annual return | 15.75% | 242.90%-227.2pp | 75.13%-59.4pp | 561.29%-545.5pp |
| Employer contribution / active EE | $3,756 | $3,084+21.8% | $2,729+37.6% | $4,660-19.4% |
| Participant deferral / active EE | $12,794 | $4,676+173.6% | $4,264+200.1% | $6,688+91.3% |
| Admin fee / account holder | $2,981 | $6,221-52.1% | $5,654-47.3% | $13,397-77.8% |