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 | $75,418 | $108,912-30.8% | $100,383-24.9% | $145,959-48.3% |
| Participation rate | 95.5% | 83.0%+12.5pp | 81.5%+14.0pp | 80.3%+15.2pp |
| Annual return | 14.28% | 57.96%-43.7pp | 49.26%-35.0pp | 561.95%-547.7pp |
| Employer contribution / active EE | $4,338 | $4,423-1.9% | $3,944+10.0% | $4,661-6.9% |
| Participant deferral / active EE | $10,630 | $8,451+25.8% | $8,086+31.5% | $6,689+58.9% |
| Admin fee / account holder | $4,328 | $9,690-55.3% | $7,900-45.2% | $13,398-67.7% |