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 | $128,699 | $157,256-18.2% | $141,162-8.8% | $152,861-15.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 27.89% | 64.32%-36.4pp | 71.39%-43.5pp | 345.32%-317.4pp |
| Employer contribution / active EE | $5,750 | $5,261+9.3% | $4,735+21.4% | $4,762+20.7% |
| Participant deferral / active EE | $10,025 | $7,109+41.0% | $6,709+49.4% | $5,850+71.4% |
| Admin fee / account holder | $12,338 | $12,120+1.8% | $10,261+20.2% | $11,596+6.4% |