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 | $97,027 | $159,602-39.2% | $150,045-35.3% | $142,382-31.9% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 13.57% | 70.24%-56.7pp | 62.55%-49.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,966 | $4,961-60.4% | $4,693-58.1% | $4,299-54.3% |
| Participant deferral / active EE | $3,982 | $8,310-52.1% | $7,997-50.2% | $6,507-38.8% |
| Admin fee / account holder | $607 | $14,846-95.9% | $13,435-95.5% | $12,624-95.2% |