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 | $58,408 | $137,414-57.5% | $189,513-69.2% | $85,850-32.0% |
| Participation rate | 93.3% | 84.6%+8.7pp | 87.8%+5.5pp | 69.3%+24.0pp |
| Annual return | 12.37% | 38.14%-25.8pp | 555.15%-542.8pp | 318.53%-306.2pp |
| Employer contribution / active EE | $2,168 | $4,344-50.1% | $6,162-64.8% | $2,565-15.5% |
| Participant deferral / active EE | $4,762 | $6,260-23.9% | $8,221-42.1% | $3,952+20.5% |
| Admin fee / account holder | $7,688 | $8,630-10.9% | $12,045-36.2% | $6,260+22.8% |