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 | $202,778 | $217,402-6.7% | $185,823+9.1% | $167,490+21.1% |
| Participation rate | 95.0% | 86.0%+9.0pp | 81.7%+13.3pp | 82.1%+12.9pp |
| Annual return | 16.20% | 148.36%-132.2pp | 122.05%-105.8pp | 478.56%-462.4pp |
| Employer contribution / active EE | $1,411 | $5,873-76.0% | $5,167-72.7% | $4,837-70.8% |
| Participant deferral / active EE | $7,647 | $6,356+20.3% | $5,568+37.3% | $6,341+20.6% |
| Admin fee / account holder | $672 | $19,811-96.6% | $16,237-95.9% | $12,309-94.5% |