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 | $127,141 | $217,402-41.5% | $185,823-31.6% | $167,490-24.1% |
| Participation rate | 92.3% | 86.0%+6.3pp | 81.7%+10.6pp | 82.1%+10.2pp |
| Annual return | 10.87% | 148.36%-137.5pp | 122.05%-111.2pp | 478.56%-467.7pp |
| Employer contribution / active EE | $3,179 | $5,873-45.9% | $5,167-38.5% | $4,837-34.3% |
| Participant deferral / active EE | $9,042 | $6,356+42.3% | $5,568+62.4% | $6,341+42.6% |
| Admin fee / account holder | $2,026 | $19,811-89.8% | $16,237-87.5% | $12,309-83.5% |