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 | $114,015 | $183,519-37.9% | $155,509-26.7% | $145,922-21.9% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 21.78% | 61.17%-39.4pp | 64.67%-42.9pp | 561.29%-539.5pp |
| Employer contribution / active EE | $1,794 | $5,313-66.2% | $4,672-61.6% | $4,660-61.5% |
| Participant deferral / active EE | $12,729 | $6,462+97.0% | $5,626+126.2% | $6,688+90.3% |
| Admin fee / account holder | $318 | $19,313-98.4% | $15,912-98.0% | $13,397-97.6% |