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 | $132,854 | $217,402-38.9% | $185,823-28.5% | $167,490-20.7% |
| Participation rate | 95.7% | 86.0%+9.6pp | 81.7%+14.0pp | 82.1%+13.5pp |
| Annual return | 15.57% | 148.36%-132.8pp | 122.05%-106.5pp | 478.56%-463.0pp |
| Employer contribution / active EE | $2,498 | $5,873-57.5% | $5,167-51.7% | $4,837-48.4% |
| Participant deferral / active EE | $7,780 | $6,356+22.4% | $5,568+39.7% | $6,341+22.7% |
| Admin fee / account holder | $1,649 | $19,811-91.7% | $16,237-89.8% | $12,309-86.6% |