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 | $70,091 | $165,984-57.8% | $164,813-57.5% | $145,922-52.0% |
| Participation rate | 95.2% | 82.0%+13.2pp | 78.6%+16.6pp | 80.3%+15.0pp |
| Annual return | 13.37% | 100.03%-86.7pp | 69.93%-56.6pp | 561.29%-547.9pp |
| Employer contribution / active EE | $4,532 | $5,273-14.1% | $4,341+4.4% | $4,660-2.7% |
| Participant deferral / active EE | $7,026 | $6,959+1.0% | $6,031+16.5% | $6,688+5.1% |
| Admin fee / account holder | $6,522 | $16,648-60.8% | $12,690-48.6% | $13,397-51.3% |