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 | $125,896 | $183,519-31.4% | $155,509-19.0% | $145,922-13.7% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 9.42% | 61.17%-51.7pp | 64.67%-55.2pp | 561.29%-551.9pp |
| Employer contribution / active EE | $9,562 | $5,313+80.0% | $4,672+104.6% | $4,660+105.2% |
| Participant deferral / active EE | $7,553 | $6,462+16.9% | $5,626+34.2% | $6,688+12.9% |
| Admin fee / account holder | $2,844 | $19,313-85.3% | $15,912-82.1% | $13,397-78.8% |