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 | $122,257 | $175,202-30.2% | $149,673-18.3% | $139,434-12.3% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 16.10% | 166.71%-150.6pp | 134.42%-118.3pp | 372.94%-356.8pp |
| Employer contribution / active EE | $3,188 | $5,474-41.8% | $4,818-33.8% | $4,751-32.9% |
| Participant deferral / active EE | $7,657 | $6,519+17.5% | $5,680+34.8% | $6,710+14.1% |
| Admin fee / account holder | $399 | $16,150-97.5% | $13,210-97.0% | $11,403-96.5% |