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 | $71,526 | $198,466-64.0% | $170,442-58.0% | $147,584-51.5% |
| Participation rate | 70.0% | 88.0%-18.0pp | 83.6%-13.6pp | 82.8%-12.8pp |
| Annual return | 20.59% | 257.29%-236.7pp | 205.93%-185.3pp | 578.55%-558.0pp |
| Employer contribution / active EE | $7,782 | $6,184+25.8% | $5,433+43.2% | $4,876+59.6% |
| Participant deferral / active EE | $6,043 | $5,629+7.4% | $4,939+22.3% | $5,439+11.1% |
| Admin fee / account holder | $802 | $16,852-95.2% | $13,880-94.2% | $10,885-92.6% |