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 | $100,161 | $107,334-6.7% | $92,893+7.8% | $152,861-34.5% |
| Participation rate | 86.4% | 79.8%+6.6pp | 76.0%+10.4pp | 82.4%+3.9pp |
| Annual return | 19.44% | 145.58%-126.1pp | 109.41%-90.0pp | 345.32%-325.9pp |
| Employer contribution / active EE | $2,644 | $4,221-37.4% | $3,653-27.6% | $4,762-44.5% |
| Participant deferral / active EE | $9,917 | $4,845+104.7% | $4,236+134.1% | $5,850+69.5% |
| Admin fee / account holder | $16,013 | $7,079+126.2% | $5,794+176.4% | $11,596+38.1% |