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 | $128,887 | $159,602-19.2% | $150,045-14.1% | $142,382-9.5% |
| Participation rate | 95.2% | 84.0%+11.3pp | 82.3%+12.9pp | 80.1%+15.1pp |
| Annual return | 15.52% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $14,559 | $4,961+193.5% | $4,693+210.2% | $4,299+238.7% |
| Participant deferral / active EE | $6,665 | $8,310-19.8% | $7,997-16.7% | $6,507+2.4% |
| Admin fee / account holder | $2,283 | $14,846-84.6% | $13,435-83.0% | $12,624-81.9% |