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 | $87,129 | $109,327-20.3% | $89,391-2.5% | $158,922-45.2% |
| Participation rate | 92.9% | 74.3%+18.6pp | 68.0%+24.9pp | 82.0%+10.9pp |
| Annual return | 8.75% | 345.68%-336.9pp | 245.62%-236.9pp | 302.83%-294.1pp |
| Employer contribution / active EE | $2,405 | $3,170-24.1% | $2,586-7.0% | $4,761-49.5% |
| Participant deferral / active EE | $4,805 | $4,598+4.5% | $3,890+23.5% | $5,982-19.7% |
| Admin fee / account holder | $3,251 | $6,153-47.2% | $4,881-33.4% | $11,246-71.1% |