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 | $70,588 | $209,411-66.3% | $178,490-60.5% | $158,922-55.6% |
| Participation rate | 93.3% | 86.3%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 21.20% | 188.75%-167.5pp | 151.07%-129.9pp | 302.83%-281.6pp |
| Employer contribution / active EE | $2,260 | $5,706-60.4% | $5,011-54.9% | $4,761-52.5% |
| Participant deferral / active EE | $4,901 | $5,954-17.7% | $5,202-5.8% | $5,982-18.1% |
| Admin fee / account holder | $869 | $17,074-94.9% | $13,984-93.8% | $11,246-92.3% |