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 | $81,710 | $183,963-55.6% | $162,163-49.6% | $152,861-46.5% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.6%+6.2pp | 82.4%+11.3pp |
| Annual return | 25.74% | 150.76%-125.0pp | 115.59%-89.9pp | 345.32%-319.6pp |
| Employer contribution / active EE | $1,714 | $6,371-73.1% | $5,614-69.5% | $4,762-64.0% |
| Participant deferral / active EE | $4,344 | $8,034-45.9% | $7,298-40.5% | $5,850-25.7% |
| Admin fee / account holder | $27,369 | $13,121+108.6% | $10,843+152.4% | $11,596+136.0% |