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 | $98,875 | $176,056-43.8% | $159,436-38.0% | $167,490-41.0% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 24.52% | 331.75%-307.2pp | 263.57%-239.1pp | 478.56%-454.0pp |
| Employer contribution / active EE | $5,349 | $5,297+1.0% | $4,829+10.8% | $4,837+10.6% |
| Participant deferral / active EE | $10,366 | $7,750+33.8% | $7,352+41.0% | $6,341+63.5% |
| Admin fee / account holder | $614 | $12,554-95.1% | $10,799-94.3% | $12,309-95.0% |