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 | $131,161 | $198,466-33.9% | $170,442-23.0% | $147,584-11.1% |
| Participation rate | 95.2% | 88.0%+7.3pp | 83.6%+11.6pp | 82.8%+12.4pp |
| Annual return | 19.04% | 257.29%-238.3pp | 205.93%-186.9pp | 578.55%-559.5pp |
| Employer contribution / active EE | $3,595 | $6,184-41.9% | $5,433-33.8% | $4,876-26.3% |
| Participant deferral / active EE | $5,462 | $5,629-3.0% | $4,939+10.6% | $5,439+0.4% |
| Admin fee / account holder | $3,138 | $16,852-81.4% | $13,880-77.4% | $10,885-71.2% |