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 | $125,831 | $175,202-28.2% | $149,673-15.9% | $139,434-9.8% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 22.67% | 166.71%-144.0pp | 134.42%-111.7pp | 372.94%-350.3pp |
| Employer contribution / active EE | $12,667 | $5,474+131.4% | $4,818+162.9% | $4,751+166.6% |
| Participant deferral / active EE | $6,163 | $6,519-5.5% | $5,680+8.5% | $6,710-8.2% |
| Admin fee / account holder | $2,362 | $16,150-85.4% | $13,210-82.1% | $11,403-79.3% |