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 | $105,044 | $148,534-29.3% | $135,903-22.7% | $139,434-24.7% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 29.38% | 79.19%-49.8pp | 68.23%-38.9pp | 372.94%-343.6pp |
| Employer contribution / active EE | $1,618 | $5,243-69.1% | $4,856-66.7% | $4,751-65.9% |
| Participant deferral / active EE | $5,793 | $8,100-28.5% | $7,758-25.3% | $6,710-13.7% |
| Admin fee / account holder | $3,739 | $12,400-69.8% | $10,762-65.3% | $11,403-67.2% |