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 | $105,354 | $107,334-1.8% | $92,893+13.4% | $152,861-31.1% |
| Participation rate | 95.5% | 79.8%+15.7pp | 76.0%+19.4pp | 82.4%+13.0pp |
| Annual return | 25.92% | 145.58%-119.7pp | 109.41%-83.5pp | 345.32%-319.4pp |
| Employer contribution / active EE | $6,463 | $4,221+53.1% | $3,653+76.9% | $4,762+35.7% |
| Participant deferral / active EE | $4,345 | $4,845-10.3% | $4,236+2.6% | $5,850-25.7% |
| Admin fee / account holder | $2,468 | $7,079-65.1% | $5,794-57.4% | $11,596-78.7% |