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 5-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 | $118,951 | $175,202-32.1% | $149,673-20.5% | $139,434-14.7% |
| Participation rate | 95.0% | 83.4%+11.6pp | 78.8%+16.2pp | 80.3%+14.7pp |
| Annual return | 14.67% | 166.71%-152.0pp | 134.42%-119.7pp | 372.94%-358.3pp |
| Employer contribution / active EE | $9,355 | $5,474+70.9% | $4,818+94.2% | $4,751+96.9% |
| Participant deferral / active EE | $6,416 | $6,519-1.6% | $5,680+13.0% | $6,710-4.4% |
| Admin fee / account holder | $2,294 | $16,150-85.8% | $13,210-82.6% | $11,403-79.9% |