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 | $78,154 | $183,963-57.5% | $162,163-51.8% | $152,861-48.9% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.6%+6.9pp | 82.4%+12.0pp |
| Annual return | 21.85% | 150.76%-128.9pp | 115.59%-93.7pp | 345.32%-323.5pp |
| Employer contribution / active EE | $3,478 | $6,371-45.4% | $5,614-38.0% | $4,762-27.0% |
| Participant deferral / active EE | $6,900 | $8,034-14.1% | $7,298-5.5% | $5,850+17.9% |
| Admin fee / account holder | $373 | $13,121-97.2% | $10,843-96.6% | $11,596-96.8% |