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 | $150,112 | $217,402-31.0% | $185,823-19.2% | $167,490-10.4% |
| Participation rate | 95.8% | 86.0%+9.8pp | 81.7%+14.1pp | 82.1%+13.7pp |
| Annual return | 13.66% | 148.36%-134.7pp | 122.05%-108.4pp | 478.56%-464.9pp |
| Employer contribution / active EE | $9,239 | $5,873+57.3% | $5,167+78.8% | $4,837+91.0% |
| Participant deferral / active EE | $7,461 | $6,356+17.4% | $5,568+34.0% | $6,341+17.7% |
| Admin fee / account holder | $628 | $19,811-96.8% | $16,237-96.1% | $12,309-94.9% |