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 | $96,773 | $108,919-11.2% | $100,391-3.6% | $145,922-33.7% |
| Participation rate | 95.7% | 82.9%+12.7pp | 81.5%+14.2pp | 80.3%+15.4pp |
| Annual return | 15.02% | 57.88%-42.9pp | 49.20%-34.2pp | 561.29%-546.3pp |
| Employer contribution / active EE | $13,149 | $4,419+197.5% | $3,942+233.6% | $4,660+182.2% |
| Participant deferral / active EE | $11,263 | $8,445+33.4% | $8,082+39.4% | $6,688+68.4% |
| Admin fee / account holder | $4,499 | $9,689-53.6% | $7,899-43.0% | $13,397-66.4% |