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 | $99,430 | $209,832-52.6% | $189,513-47.5% | $167,490-40.6% |
| Participation rate | 95.7% | 88.7%+7.0pp | 87.8%+7.8pp | 82.1%+13.5pp |
| Annual return | 21.56% | 748.27%-726.7pp | 555.15%-533.6pp | 478.56%-457.0pp |
| Employer contribution / active EE | $2,759 | $6,914-60.1% | $6,162-55.2% | $4,837-43.0% |
| Participant deferral / active EE | $7,608 | $8,935-14.8% | $8,221-7.5% | $6,341+20.0% |
| Admin fee / account holder | $13,176 | $14,293-7.8% | $12,045+9.4% | $12,309+7.0% |