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 | $98,155 | $148,534-33.9% | $135,903-27.8% | $139,434-29.6% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 18.46% | 79.19%-60.7pp | 68.23%-49.8pp | 372.94%-354.5pp |
| Employer contribution / active EE | $2,574 | $5,243-50.9% | $4,856-47.0% | $4,751-45.8% |
| Participant deferral / active EE | $14,249 | $8,100+75.9% | $7,758+83.7% | $6,710+112.3% |
| Admin fee / account holder | $403 | $12,400-96.8% | $10,762-96.3% | $11,403-96.5% |