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 | $126,240 | $202,432-37.6% | $169,368-25.5% | $139,434-9.5% |
| Participation rate | 92.9% | 81.1%+11.8pp | 77.1%+15.7pp | 80.3%+12.5pp |
| Annual return | 19.12% | 531.74%-512.6pp | 405.60%-386.5pp | 372.94%-353.8pp |
| Employer contribution / active EE | $6,325 | $4,692+34.8% | $4,013+57.6% | $4,751+33.1% |
| Participant deferral / active EE | $14,035 | $6,938+102.3% | $6,221+125.6% | $6,710+109.2% |
| Admin fee / account holder | $6,443 | $10,708-39.8% | $9,003-28.4% | $11,403-43.5% |