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 | $132,484 | $105,181+26.0% | $159,436-16.9% | $85,850+54.3% |
| Participation rate | 86.4% | 75.8%+10.7pp | 82.8%+3.6pp | 69.3%+17.1pp |
| Annual return | 16.49% | 45.07%-28.6pp | 263.57%-247.1pp | 318.53%-302.0pp |
| Employer contribution / active EE | $853 | $3,318-74.3% | $4,829-82.3% | $2,565-66.8% |
| Participant deferral / active EE | $5,843 | $5,945-1.7% | $7,352-20.5% | $3,952+47.9% |
| Admin fee / account holder | $8,304 | $6,933+19.8% | $10,799-23.1% | $6,260+32.7% |