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 | $101,029 | $175,202-42.3% | $149,673-32.5% | $139,434-27.5% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 15.49% | 166.71%-151.2pp | 134.42%-118.9pp | 372.94%-357.5pp |
| Employer contribution / active EE | $8,213 | $5,474+50.0% | $4,818+70.5% | $4,751+72.9% |
| Participant deferral / active EE | $14,460 | $6,519+121.8% | $5,680+154.6% | $6,710+115.5% |
| Admin fee / account holder | $2,945 | $16,150-81.8% | $13,210-77.7% | $11,403-74.2% |