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 | $141,610 | $198,466-28.6% | $170,442-16.9% | $147,584-4.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.61% | 257.29%-234.7pp | 205.93%-183.3pp | 578.55%-555.9pp |
| Employer contribution / active EE | $7,024 | $6,184+13.6% | $5,433+29.3% | $4,876+44.0% |
| Participant deferral / active EE | $6,002 | $5,629+6.6% | $4,939+21.5% | $5,439+10.4% |
| Admin fee / account holder | $747 | $16,852-95.6% | $13,880-94.6% | $10,885-93.1% |