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 | $124,898 | $105,181+18.7% | $159,436-21.7% | $85,850+45.5% |
| Participation rate | 74.4% | 75.8%-1.4pp | 82.8%-8.4pp | 69.3%+5.1pp |
| Annual return | 18.97% | 45.07%-26.1pp | 263.57%-244.6pp | 318.53%-299.6pp |
| Employer contribution / active EE | $775 | $3,318-76.6% | $4,829-84.0% | $2,565-69.8% |
| Participant deferral / active EE | $7,360 | $5,945+23.8% | $7,352+0.1% | $3,952+86.3% |
| Admin fee / account holder | $18,173 | $6,933+162.1% | $10,799+68.3% | $6,260+190.3% |