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 | $124,377 | $118,680+4.8% | $98,907+25.8% | $158,922-21.7% |
| Participation rate | 92.9% | 77.8%+15.0pp | 76.0%+16.8pp | 82.0%+10.9pp |
| Annual return | 12.78% | 372.35%-359.6pp | 196.43%-183.6pp | 302.83%-290.0pp |
| Employer contribution / active EE | $2,428 | $3,333-27.1% | $2,689-9.7% | $4,761-49.0% |
| Participant deferral / active EE | $6,307 | $5,088+24.0% | $4,244+48.6% | $5,982+5.4% |
| Admin fee / account holder | $7,507 | $10,131-25.9% | $6,642+13.0% | $11,246-33.2% |