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 | $79,563 | $209,411-62.0% | $178,490-55.4% | $158,922-49.9% |
| Participation rate | 94.1% | 86.3%+7.8pp | 81.9%+12.2pp | 82.0%+12.2pp |
| Annual return | 6.91% | 188.75%-181.8pp | 151.07%-144.2pp | 302.83%-295.9pp |
| Employer contribution / active EE | $7,412 | $5,706+29.9% | $5,011+47.9% | $4,761+55.7% |
| Participant deferral / active EE | $6,527 | $5,954+9.6% | $5,202+25.5% | $5,982+9.1% |
| Admin fee / account holder | $1,932 | $17,074-88.7% | $13,984-86.2% | $11,246-82.8% |