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 | $103,449 | $176,056-41.2% | $159,436-35.1% | $167,490-38.2% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 28.78% | 331.75%-303.0pp | 263.57%-234.8pp | 478.56%-449.8pp |
| Employer contribution / active EE | $5,947 | $5,297+12.3% | $4,829+23.1% | $4,837+22.9% |
| Participant deferral / active EE | $13,684 | $7,750+76.6% | $7,352+86.1% | $6,341+115.8% |
| Admin fee / account holder | $3,588 | $12,554-71.4% | $10,799-66.8% | $12,309-70.8% |