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 | $74,460 | $175,202-57.5% | $149,673-50.3% | $139,434-46.6% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 19.48% | 166.71%-147.2pp | 134.42%-114.9pp | 372.94%-353.5pp |
| Employer contribution / active EE | $5,928 | $5,474+8.3% | $4,818+23.1% | $4,751+24.8% |
| Participant deferral / active EE | $3,349 | $6,519-48.6% | $5,680-41.0% | $6,710-50.1% |
| Admin fee / account holder | $17,693 | $16,150+9.6% | $13,210+33.9% | $11,403+55.2% |