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 | $129,522 | $154,117-16.0% | $129,995-0.4% | $139,434-7.1% |
| Participation rate | 95.7% | 82.0%+13.7pp | 78.5%+17.2pp | 80.3%+15.3pp |
| Annual return | 18.68% | 32.48%-13.8pp | -137.18%+155.9pp | 372.94%-354.3pp |
| Employer contribution / active EE | $4,068 | $5,289-23.1% | $4,320-5.8% | $4,751-14.4% |
| Participant deferral / active EE | $11,039 | $6,710+64.5% | $5,820+89.7% | $6,710+64.5% |
| Admin fee / account holder | $11,330 | $14,007-19.1% | $10,614+6.7% | $11,403-0.6% |