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 | $40,892 | $209,411-80.5% | $178,490-77.1% | $158,922-74.3% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 8.79% | 188.75%-180.0pp | 151.07%-142.3pp | 302.83%-294.0pp |
| Employer contribution / active EE | $2,100 | $5,706-63.2% | $5,011-58.1% | $4,761-55.9% |
| Participant deferral / active EE | $4,758 | $5,954-20.1% | $5,202-8.5% | $5,982-20.5% |
| Admin fee / account holder | $6,239 | $17,074-63.5% | $13,984-55.4% | $11,246-44.5% |