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 | $120,515 | $175,202-31.2% | $149,673-19.5% | $139,434-13.6% |
| Participation rate | 94.1% | 83.4%+10.7pp | 78.8%+15.4pp | 80.3%+13.8pp |
| Annual return | 17.58% | 166.71%-149.1pp | 134.42%-116.8pp | 372.94%-355.4pp |
| Employer contribution / active EE | $7,268 | $5,474+32.8% | $4,818+50.9% | $4,751+53.0% |
| Participant deferral / active EE | $4,861 | $6,519-25.4% | $5,680-14.4% | $6,710-27.6% |
| Admin fee / account holder | $926 | $16,150-94.3% | $13,210-93.0% | $11,403-91.9% |