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 | $70,948 | $149,040-52.4% | $120,225-41.0% | $137,256-48.3% |
| Participation rate | 90.9% | 75.4%+15.5pp | 69.6%+21.3pp | 80.0%+10.9pp |
| Annual return | 11.01% | 605.68%-594.7pp | 439.23%-428.2pp | 220.34%-209.3pp |
| Employer contribution / active EE | $939 | $4,350-78.4% | $3,475-73.0% | $4,156-77.4% |
| Participant deferral / active EE | $1,634 | $4,655-64.9% | $3,999-59.1% | $6,407-74.5% |
| Admin fee / account holder | $7,878 | $6,348+24.1% | $5,696+38.3% | $12,270-35.8% |