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 | $101,324 | $217,402-53.4% | $185,823-45.5% | $167,490-39.5% |
| Participation rate | 92.3% | 86.0%+6.3pp | 81.7%+10.6pp | 82.1%+10.2pp |
| Annual return | 19.24% | 148.36%-129.1pp | 122.05%-102.8pp | 478.56%-459.3pp |
| Employer contribution / active EE | $6,241 | $5,873+6.3% | $5,167+20.8% | $4,837+29.0% |
| Participant deferral / active EE | $4,968 | $6,356-21.8% | $5,568-10.8% | $6,341-21.7% |
| Admin fee / account holder | $24,206 | $19,811+22.2% | $16,237+49.1% | $12,309+96.6% |