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 | $73,444 | $183,519-60.0% | $155,509-52.8% | $145,922-49.7% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 24.58% | 61.17%-36.6pp | 64.67%-40.1pp | 561.29%-536.7pp |
| Employer contribution / active EE | $2,157 | $5,313-59.4% | $4,672-53.8% | $4,660-53.7% |
| Participant deferral / active EE | $5,633 | $6,462-12.8% | $5,626+0.1% | $6,688-15.8% |
| Admin fee / account holder | $2,494 | $19,313-87.1% | $15,912-84.3% | $13,397-81.4% |