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 | $172,878 | $183,519-5.8% | $155,509+11.2% | $145,922+18.5% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 13.73% | 61.17%-47.4pp | 64.67%-50.9pp | 561.29%-547.6pp |
| Employer contribution / active EE | $7,265 | $5,313+36.7% | $4,672+55.5% | $4,660+55.9% |
| Participant deferral / active EE | $3,272 | $6,462-49.4% | $5,626-41.8% | $6,688-51.1% |
| Admin fee / account holder | $15,218 | $19,313-21.2% | $15,912-4.4% | $13,397+13.6% |