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 | $75,620 | $135,635-44.2% | $110,238-31.4% | $135,375-44.1% |
| Participation rate | 95.2% | 83.5%+11.8pp | 79.8%+15.4pp | 82.6%+12.6pp |
| Annual return | 9.78% | 513.19%-503.4pp | 314.74%-305.0pp | 519.73%-510.0pp |
| Employer contribution / active EE | $3,893 | $4,906-20.7% | $3,826+1.7% | $4,779-18.5% |
| Participant deferral / active EE | $5,896 | $5,506+7.1% | $4,672+26.2% | $5,609+5.1% |
| Admin fee / account holder | $3,219 | $11,457-71.9% | $8,547-62.3% | $10,827-70.3% |