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 | $123,313 | $173,345-28.9% | $136,007-9.3% | $145,922-15.5% |
| Participation rate | 85.7% | 80.5%+5.3pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 9.26% | 1163.32%-1154.1pp | 579.32%-570.1pp | 561.29%-552.0pp |
| Employer contribution / active EE | $6,350 | $5,278+20.3% | $4,217+50.6% | $4,660+36.3% |
| Participant deferral / active EE | $13,982 | $8,699+60.7% | $7,025+99.0% | $6,688+109.1% |
| Admin fee / account holder | $3,535 | $9,954-64.5% | $6,858-48.5% | $13,397-73.6% |