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 | $52,121 | $175,202-70.3% | $149,673-65.2% | $139,434-62.6% |
| Participation rate | 86.7% | 83.4%+3.3pp | 78.8%+7.9pp | 80.3%+6.3pp |
| Annual return | 17.95% | 166.71%-148.8pp | 134.42%-116.5pp | 372.94%-355.0pp |
| Employer contribution / active EE | $2,325 | $5,474-57.5% | $4,818-51.7% | $4,751-51.1% |
| Participant deferral / active EE | $3,712 | $6,519-43.1% | $5,680-34.6% | $6,710-44.7% |
| Admin fee / account holder | $1,006 | $16,150-93.8% | $13,210-92.4% | $11,403-91.2% |