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 | $127,493 | $150,187-15.1% | $120,354+5.9% | $145,922-12.6% |
| Participation rate | 94.7% | 78.8%+16.0pp | 71.9%+22.8pp | 80.3%+14.5pp |
| Annual return | 13.10% | 154.07%-141.0pp | 107.15%-94.0pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,037 | $4,348-30.2% | $3,463-12.3% | $4,660-34.8% |
| Participant deferral / active EE | $9,384 | $6,173+52.0% | $4,991+88.0% | $6,688+40.3% |
| Admin fee / account holder | $3,573 | $12,207-70.7% | $9,423-62.1% | $13,397-73.3% |