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 | $116,923 | $209,411-44.2% | $178,490-34.5% | $158,922-26.4% |
| Participation rate | 95.0% | 86.3%+8.7pp | 81.9%+13.1pp | 82.0%+13.0pp |
| Annual return | 14.79% | 188.75%-174.0pp | 151.07%-136.3pp | 302.83%-288.0pp |
| Employer contribution / active EE | $6,017 | $5,706+5.4% | $5,011+20.1% | $4,761+26.4% |
| Participant deferral / active EE | $8,950 | $5,954+50.3% | $5,202+72.1% | $5,982+49.6% |
| Admin fee / account holder | $17,348 | $17,074+1.6% | $13,984+24.1% | $11,246+54.3% |