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 | $123,286 | $209,411-41.1% | $178,490-30.9% | $158,922-22.4% |
| Participation rate | 95.0% | 86.3%+8.7pp | 81.9%+13.1pp | 82.0%+13.0pp |
| Annual return | 10.99% | 188.75%-177.8pp | 151.07%-140.1pp | 302.83%-291.8pp |
| Employer contribution / active EE | $2,891 | $5,706-49.3% | $5,011-42.3% | $4,761-39.3% |
| Participant deferral / active EE | $7,134 | $5,954+19.8% | $5,202+37.2% | $5,982+19.3% |
| Admin fee / account holder | $4,001 | $17,074-76.6% | $13,984-71.4% | $11,246-64.4% |