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 | $60,876 | $150,197-59.5% | $120,368-49.4% | $145,959-58.3% |
| Participation rate | 93.8% | 78.8%+15.0pp | 71.9%+21.8pp | 80.3%+13.5pp |
| Annual return | 13.42% | 154.26%-140.8pp | 107.26%-93.8pp | 561.95%-548.5pp |
| Employer contribution / active EE | $4,299 | $4,350-1.2% | $3,465+24.1% | $4,661-7.8% |
| Participant deferral / active EE | $6,348 | $6,174+2.8% | $4,991+27.2% | $6,689-5.1% |
| Admin fee / account holder | $9,600 | $12,216-21.4% | $9,429+1.8% | $13,398-28.3% |