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 6-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 | $90,780 | $111,535-18.6% | $105,223-13.7% | $137,256-33.9% |
| Participation rate | 84.2% | 78.1%+6.1pp | 75.0%+9.2pp | 80.0%+4.3pp |
| Annual return | 17.21% | 237.85%-220.6pp | 180.65%-163.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $4,148 | $3,939+5.3% | $3,689+12.5% | $4,156-0.2% |
| Participant deferral / active EE | $11,542 | $5,500+109.9% | $5,072+127.6% | $6,407+80.2% |
| Admin fee / account holder | $2,333 | $9,721-76.0% | $8,859-73.7% | $12,270-81.0% |