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 | $126,329 | $105,181+20.1% | $159,436-20.8% | $85,850+47.2% |
| Participation rate | 97.7% | 75.8%+22.0pp | 82.8%+14.9pp | 69.3%+28.4pp |
| Annual return | 21.55% | 45.07%-23.5pp | 263.57%-242.0pp | 318.53%-297.0pp |
| Employer contribution / active EE | $3,208 | $3,318-3.3% | $4,829-33.6% | $2,565+25.1% |
| Participant deferral / active EE | $7,335 | $5,945+23.4% | $7,352-0.2% | $3,952+85.6% |
| Admin fee / account holder | $2,286 | $6,933-67.0% | $10,799-78.8% | $6,260-63.5% |