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 | $126,640 | $183,963-31.2% | $162,163-21.9% | $152,861-17.2% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 23.87% | 150.76%-126.9pp | 115.59%-91.7pp | 345.32%-321.5pp |
| Employer contribution / active EE | $7,496 | $6,371+17.7% | $5,614+33.5% | $4,762+57.4% |
| Participant deferral / active EE | $12,352 | $8,034+53.8% | $7,298+69.3% | $5,850+111.1% |
| Admin fee / account holder | $9,794 | $13,121-25.4% | $10,843-9.7% | $11,596-15.5% |