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 | $133,180 | $157,256-15.3% | $141,162-5.7% | $152,861-12.9% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 25.43% | 64.32%-38.9pp | 71.39%-46.0pp | 345.32%-319.9pp |
| Employer contribution / active EE | $3,412 | $5,261-35.1% | $4,735-27.9% | $4,762-28.3% |
| Participant deferral / active EE | $5,551 | $7,109-21.9% | $6,709-17.3% | $5,850-5.1% |
| Admin fee / account holder | $15,288 | $12,120+26.1% | $10,261+49.0% | $11,596+31.8% |