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 | $73,529 | $111,724-34.2% | $93,606-21.4% | $145,922-49.6% |
| Participation rate | 92.3% | 74.2%+18.1pp | 68.7%+23.6pp | 80.3%+12.0pp |
| Annual return | 12.74% | 202.98%-190.2pp | 133.20%-120.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $802 | $3,090-74.0% | $2,420-66.9% | $4,660-82.8% |
| Participant deferral / active EE | $1,721 | $4,912-65.0% | $4,411-61.0% | $6,688-74.3% |
| Admin fee / account holder | $969 | $10,250-90.5% | $8,285-88.3% | $13,397-92.8% |